Prepare for your JPMorgan PE interview

Investment analysis for JPMorgan's alternatives platform.

Socratify AI

The Interview

What JPMorgan is looking for

Analysis Interview

Deal Analysis & Valuation

01Business Model

02Market Opportunity

03Competitive

04Returns

Portfolio Interview

Portfolio & Risk

01Diversification

02Risk-Return

03Downside

04Economics

Behavioral Interview

Behavioral

01Strategic Thinking

02Curiosity

03Problem Solving

04Collaboration

Global scale//Data-driven//Portfolio support

Practice Library

JPMorgan exercises

Ready to ace your JPMorgan PE interview?

Prepare for your JPMorgan PE interview

Investment analysis for JPMorgan's alternatives platform.

Socratify AI

The Interview

What JPMorgan is looking for

Analysis Interview

Deal Analysis & Valuation

01Business Model

02Market Opportunity

03Competitive

04Returns

Portfolio Interview

Portfolio & Risk

01Diversification

02Risk-Return

03Downside

04Economics

Behavioral Interview

Behavioral

01Strategic Thinking

02Curiosity

03Problem Solving

04Collaboration

Global scale//Data-driven//Portfolio support

How It Works

Master JPMorgan PE Interviews

Deal and portfolio analysis. · Click to expand

1Your Private Equity Goals

LBO Modeling

Practitioner

Value Creation Analysis

Practitioner

2Private Equity Case Prep

Evaluate a $200M SaaS acquisition with 35% growth and 30% margins at 10x EBITDA. Is it...

CASE INTERVIEWHard

JPMorgan

3Frameworks

Framework

Is the underlying business attractive and defensible?

What are the growth drivers and market dynamics?

Revenue growth: 12% YoY (vs software industry 18%)

TAM: $50B, penetration 0.3% (significant upside)

How sticky and profitable is the revenue base?

Customer retention: 92% NRR, concentrated: top 10 = 35% revenue

EBITDA margin: 26.7% (mature for stage, expansion possible to 32%)

Can we achieve 25% IRR at entry price and exit assumptions?

Is the entry multiple justified by the business profile?

Entry: 6.0x EBITDA ($240M / $40M) — median for category

Comps: SaaS median 8-12x EBITDA, mature software 5-7x

What exit multiple and timeline support 25% IRR?

Exit assumptions: 8.0x EBITDA at year 5 (growth story), $64M EBITDA

Exit value: $512M (25% CAGR on entry $240M with 4x leverage pay-down)

Can we execute the value creation plan and manage downside?

What is our value creation roadmap?

Organic growth: 12% → 18% via go-to-market investment ($8M yr 1-2)

Margin expansion: 26.7% → 32% EBITDA via platform leverage (ops only, no headcount cuts)

What is the downside if we miss targets?

Stress case: flat growth, 25% EBITDA margin, 5.5x exit = 12% IRR (acceptable downside)

Key risks: customer concentration, competitive pricing, integration with platform

4Feedback

LBO Execution

Distinctive

Value Creation Strategy

Distinctive

Returns Analysis

Strong

Investment Judgment

Strong

Repeat

Practice Library

JPMorgan exercises

Evaluate $200M SaaS at 10x EBITDA, 35% growth, 30% margin.

CASE INTERVIEWHard

Software · ThesisJPMorgan

Downsize a portfolio company.

LEARNHard

Portfolio · RestructuringJPMorgan

Target has customer concentration. Mitigate?

LEARNMedium

Multi · RiskJPMorgan

Complex financial analysis.

BEHAVIORALMedium

Behavioral · RigorJPMorgan

Changed mind on investment.

BEHAVIORALMedium

Behavioral · HonestyJPMorgan