Forge · Foundations
Foundations
Start here. Modular lessons that pair classical investment-banking rigor with AI-native workflows — free, stackable, and built to ship.
Investment Banking 101
What bankers actually do all day — coverage vs. product groups, the deal lifecycle, and where junior analysts create real value.
The Three-Statement Model
How the income statement, balance sheet, and cash flow statement link into one living model — and the circularity traps that break it.
The AI-Augmented Analyst
A workflow for using Claude and agents on real deal tasks — comps, precedent transactions, and memo drafting — without losing rigor.
The Rich-Data DCF
Not what a DCF is, but what makes one defensible: decomposing projection and horizon, choosing the scenarios that matter, and pricing the uncertainty you cannot remove.
Ratios That Tell a Story
Not a list of formulas, but how to read a company fast: which ratios actually reveal how it runs, and how to reach a defensible verdict before the meeting starts.