Finance training programs taught by former bankers, investors and founders.
Engaging and challenging training programs led by a Harvard MBA, CFA with investment banking and private equity experience.
- Ariel Investments
- AVALT
- CMI Enterprises
Three ways to work with us
Corporate Training
New-hire training, desk upskilling and AI programs for investment banks, PE firms and Fortune 500 finance teams. On site or virtual, scoped to your work.
Request a proposal →Bootcamps and Coaching
Multi-week structured programs focused on investment banking and private equity recruiting. Hourly coaching for tailored focus areas.
See the bootcamps →Self-Study Courses
Video lessons and downloadable models you work through at your own pace. The LBO Modeling Masterclass is live now; more tracks are on the way.
Browse courses →The training before the formal training
Multi-week, one-to-one, led by Rob. Capped cohorts, weekly homework, and a process guarantee instead of an offer guarantee.
A 12-week investment banking recruiting bootcamp for undergraduates. Focused on technical skills preparation and navigating the end-to-end recruiting process.
Learn more →A desk readiness bootcamp for analysts who already have the offer. The training before the formal training starts.
Learn more →Not sure which fits, or need help with one thing? Book private coaching by the hour →
Learn it yourself, at your own pace
One-time payment. Lifetime access. 14-day money-back guarantee.
Ten levels, 52 lessons, three chapters. Build an LBO from a blank sheet to full returns analysis, the way it is done on the desk.
Robert Monaco
Harvard MBA, CFA, CAIA, all four CPA sections passed. Former bulge bracket investment banker and private equity investor in growth equity and middle-market buyouts. Founded, raised institutional capital for and sold a venture-backed company.
Senior instructor on PE deal process and LBO modeling to teams at top private equity firms, investment banks, and Fortune 500 companies, globally. Most Caserta programs, from the corporate curriculum to the bootcamps to the self-study courses, are built and taught by Rob.
What they say
Teams, analysts and students who trained with Caserta.“I recommend it to every summer analyst we hire. It gets them productive on a model in their first week.”
Daniel H.Vice President, Investment Banking“The most comprehensive LBO modeling course I've found. Rob's real-deal experience shows in every lesson.”
Sarah M.VP, Corporate Development, PE-backed company“This course gave me the edge I needed for my PE interviews. The case studies alone were worth the price.”
James C.Associate, bulge bracket investment bank“Went from zero LBO knowledge to acing my PE on-cycle interviews in 3 weeks. Can't recommend enough.”
David P.MBA Candidate, Harvard Business School“I finally understand why the debt schedule works the way it does, not just how to build it. That changed how I talk in interviews.”
Priya R.Analyst, elite boutique investment bank“Rob explains returns bridges and sensitivities better than anyone on my desk. I rebuilt our template after Level 7.”
Michael T.Senior Associate, Middle-Market PE“Worth more than the prep courses that cost four times as much. Every lesson ends with something you can actually build.”
Elena K.Incoming Analyst, bulge bracket investment bank“Came from engineering with no finance background. Ten levels later I passed a PE modeling test on the first try.”
Andrew L.Career switcher, ex-Software Engineer“The case study at the end of the course is the closest thing to a live deal I have seen outside the office.”
Sophie W.Associate, Growth Equity“Clear, rigorous and no filler. I went through it twice: once to learn, once to make sure I could do it from a blank sheet.”
Nadia B.FP&A Manager, Fortune 500
Questions
Yes. Corporate engagements are scoped around your models, your house style and, where possible, a live or recent deal. Send us what the team works in and we build the curriculum on it.
Either. Most multi-day programs run on site; half-day sessions and follow-ups run virtually. Pricing is discussed on the introductory call.
If you are still recruiting for investment banking, the Rising Analyst Program. If you already have a signed offer and want to be ready on day one, the Top Bucket Program. If you need help with one specific thing, hourly coaching.
The LBO Modeling Masterclass is the same core LBO curriculum we teach in corporate engagements, recorded for self-paced study. Corporate programs add your templates, live Q&A and the surrounding topics your team needs.
Bring the training to your team
Tell us the team, the skill gap and the timeline. We come back with a scoped proposal.