Recalc Academy
Recalc Academy is a US-based live, instructor-led e-learning company founded in 2020 that delivers Zoom-based courses in spreadsheet analysis, private equity financial modeling, PowerPoint, and AI tools to corporate teams, private equity and investment firms, and college students via sponsor-funded bootcamps.
- Company typePrivate
- Founded2020
- HeadquartersRound Rock, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Recalc Academy does
Recalc Academy is a private US-based live e-learning company founded in 2020 by Katie Fifer, a former private equity investor at Audax Group and Paxion Capital, headquartered in Round Rock, Texas. The firm delivers live, instructor-led virtual courses over Zoom covering spreadsheet analysis, private equity and LBO financial modeling, PowerPoint skills, finance fundamentals for non-finance professionals, and AI-tool fluency (Claude Code, Codex, Claude Cowork, ChatGPT). Its curriculum targets three distinct buyer segments: corporate teams across functions (sales, marketing, supply chain, HR, data science) seeking practical hard-skill upskilling; private equity, growth equity, private credit, and venture capital firms training junior investment professionals on Excel, accounting, and LBO modeling; and college students via selective, sponsor-funded bootcamps (Finance Accelerator, Growth Equity Cohort, PE Recruiting Bootcamp). The core technology is low-footprint: Zoom-based instruction supplemented with practice files, class recordings, Slack-based community channels, peer groups, and 1:1 office hours. The company has not built a proprietary learning platform, model, or API; course access for self-paced cohorts runs through Teachable's SSO infrastructure, while enterprise team training is sold direct via Calendly.
Monetization rests on three streams: per-seat open-enrollment courses priced $475-$2,000 (Undergrad PE Modeling to full PE Modeling course); quote-based corporate and PE team training delivered custom to each client; and sponsor-funded free bootcamps for students, financed by a consortium of PE firms that include Audax Group, Charlesbank, Integrum, Silversmith Capital Partners, Spectrum Equity, TCW Private Credit, and TSG Consumer Partners. The sponsor consortium functions as both demand-side subsidy and brand validation, while CarterPierce provides PE recruiting pipeline integration. The firm employs 1-10 people and operates a lean, founder-led model that leans on contracted instructors with 10+ years of industry experience at J.P. Morgan, General Mills, 3M, BCG, Summit Partners, and similar firms.
Recalc reports having trained 50+ leading firms and named enterprise accounts include Lineage (the world's largest temperature-controlled logistics provider, 25,000 employees), Roseburg Forest Products, Pursuit Collection, Enigma, Reformation, Elias Law Group, and Presbyterian Medical Services. The portfolio expanded materially in 2025 with two AI-courses (Claude Code & Codex in July, Claude Cowork separately), positioning the firm to capture training budget as enterprises deploy frontier AI tools to non-technical staff. There are no disclosed funding rounds, M&A, or institutional investors, and revenue figures have not been publicly disclosed.
Recalc Academy firmographics
Firmographics- Name
- Recalc Academy
- Legal name
- Recalc Academy
- Website
- https://recalcacademy.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Recalc Academy is a US-based live, instructor-led e-learning company founded in 2020 that delivers Zoom-based courses in spreadsheet analysis, private equity financial modeling, PowerPoint, and AI tools to corporate teams, private equity and investment firms, and college students via sponsor-funded bootcamps.
- Ownership category
- akta.pro rank
Recalc Academy industry classification
Industry- Product category
- Professional Development Training
- NAICS
- Professional and Management Development Training (611430), Business Schools and Computer and Management Training (6114), Computer Training (611420)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Technical & Digital Skills Training (BPACANAB)
- akta.pro secondary industries
- Virtual Labs, Remote Labs & Hands-On Practice Tools (EDAFABAH), Virtual Training, Workshops & Masterclasses (Interactive Sessions) (MPAGAOAJ), Virtual Classroom Platforms (Synchronous Teaching Environments) (EDAFABAA)
Keywords
Where Recalc Academy is headquartered
LocationHeadquarters
- HQ city
- Round Rock
- HQ country
- United States
- HQ region
- North America
Markets served
Recalc Academy business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Open Enrollment Courses: Individual participants pay per course to attend live virtual training sessions. Courses include Spreadsheet Fundamentals, Business Analysis, Finance Fundamentals, PowerPoint Fundamentals, and AI courses.
- Private/Team Training: Customized training programs for corporate and private equity teams, priced based on team size and scope. Includes Dedicated Team Training, Private Group Training, and 1:1 Coaching options.
- Bootcamp Programs: Application-based programs including Private Equity Modeling (full course $2,000, Intro LBO $1,250, Advanced LBO $825, undergrad student rate $475), and PE Recruiting Bootcamp.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Claude Code & Codex for Business Users - 2-session crash course |
| One time/ perpetual license | Pay-as-you-go | PowerPoint Fundamentals - 3 session course |
| One time/ perpetual license | Pay-as-you-go | Private Equity Modeling - Full Course (5 modules) |
| Other | Multi-year contract | Custom Team Training |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
Recalc Academy product offering
Product offeringCore offering
Recalc Academy delivers live, instructor-led virtual training programs focused on practical business hard skills — spreadsheets, financial modeling (including LBO modeling for private equity), PowerPoint, and AI tools. Offerings span three formats: open-enrollment individual courses, custom private team training for corporate and PE firms, and selective application-based cohort bootcamps for college students pursuing investing careers.
Product overview
Recalc Academy is an education and training company offering live instructor-led online courses and bootcamp programs focused on practical business skills. The core offering consists of public courses covering spreadsheets (Spreadsheet Fundamentals Parts 1 & 2, Business Analysis), finance (Finance Fundamentals, Private Equity Modeling with Intro/Advanced LBO sub-modules, FP&A Excel and Modeling), PowerPoint (PowerPoint Fundamentals), and AI tools (Claude Code & Codex for Business Users, Claude Cowork for Business Users). Training is delivered through multiple formats: open enrollment courses for individuals, dedicated team training for PE and corporate clients, and selective application-based bootcamps for college students (Finance Accelerator, Growth Equity Cohort, Private Equity Recruiting Bootcamp). The portfolio also includes free resources like guides, templates, and quick tips. All courses are conducted via Zoom with recordings, practice exercises, and 1:1 office hours included.
Differentiator
Problem solved
Functional benefit
Products and services
- Spreadsheet Fundamentals: Part 1 Three live classes covering spreadsheet basics including keyboard shortcuts, linking cells, text manipulation, pivot tables, sumifs/countifs, lookups, and conditional formatting for beginners.
- Spreadsheet Fundamentals: Part 2 Intermediate course building on Part 1 with deeper practice in navigation, formatting, data summarization, dynamic filtering, lookups, and dropdowns.
- Business Analysis Four live classes for experienced spreadsheet users covering data summary formulas, messy data cleanup, multi-step analysis including customer cohort analysis, and scenario/output creation.
- Finance Fundamentals Three live classes teaching non-finance professionals to read financial statements, calculate key metrics, identify trends, and understand income statement, balance sheet, cash flow, and key financial analysis.
- PowerPoint Fundamentals Three 90-minute live virtual sessions teaching PowerPoint navigation, text/shape/image editing, chart/table creation, and presentation best practices for creating clean effective presentations.
- Private Equity Modeling Comprehensive 10-hour PE modeling course comprising Intro LBO and Advanced LBO modules covering accounting fundamentals, building 3-statement LBO models, debt schedules, add-on acquisitions, and deal structuring. Full course priced at $2,000 per person.
- Intro LBO Modeling Part 1 of Private Equity Modeling — three 2-hour sessions covering accounting fundamentals and building a basic LBO model from scratch. Priced at $1,250 per person.
- Advanced LBO Modeling Part 2 of Private Equity Modeling — two 2-hour sessions covering debt features, equity structures, add-on acquisitions, and advanced deal modeling. Priced at $825 per person.
- FP&A Excel and Modeling Five live classes for FP&A professionals covering efficient Excel analysis, customer cohort analysis, ARR bridge analysis, and building a complete software annual model with sources & uses, schedules, and sensitivities.
- Claude Code & Codex for Business Users Two-session crash course teaching business professionals to use Claude Code and Codex AI tools to automate real work including email management, calendar coordination, research, document creation, and presentations. Priced at $795 per person.
- Claude Cowork for Business Users Hands-on crash course on using the Claude Cowork desktop app to connect tools, organize work, and build a personal AI assistant without coding or terminal usage.
- Private Equity Team Training Live instructor-led team training for PE firms covering efficient Excel analysis, accounting review, LBO modeling, and minority deal considerations, tailored to associate, analyst, and intern levels.
- Corporate Training Customized live virtual training for corporate teams covering spreadsheet mastery, financial acumen, and PowerPoint skills with company-specific content and examples.
- Growth Equity Cohort Application-based selective training program for college students providing a practical introduction to growth-stage investing, technical training, career preparation, and mentorship. Free to participants, backed by partner firms Silversmith Capital Partners and Spectrum Equity.
- Finance Accelerator Intensive application-based program for college students from underrepresented backgrounds to launch careers in private equity. Nine technical training sessions covering accounting, business analysis, and LBO modeling. Free to participants, supported by partner PE firms.
- Private Equity Recruiting Bootcamp 11-class LBO-modeling focused bootcamp for college seniors and recent graduates preparing for PE associate recruiting, including modeling skills, case interview preparation, peer groups, and guest speaker sessions. Free to participants.
Quantifiable outcome
- 50+ leading firms trained across Private Equity, Growth Equity, Private Credit, and Venture Capital
- +1 more outcomes
Companies that use Recalc Academy
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles4 records
Recalc Academy technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature3 records
Recalc Academy partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- CarterPierceminorLeading private equity recruiting firm partnered with Recalc for analyst and associate recruiting support in the Finance Accelerator program.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Recalc Academy competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Recalc Academy social profiles
Digital presenceRecalc Academy financial estimates
Financial estimateRevenue estimate
Valuation estimate
Recalc Academy leadership team
Management profileNumber of profiles
Profiles3 records
Recalc Academy funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Recalc Academy M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Recalc Academy
What does Recalc Academy do?
Recalc Academy delivers live, instructor-led virtual training programs focused on practical business hard skills — spreadsheets, financial modeling (including LBO modeling for private equity), PowerPoint, and AI tools. Offerings span three formats: open-enrollment individual courses, custom private team training for corporate and PE firms, and selective application-based cohort bootcamps for college students pursuing investing careers.
Is Recalc Academy a public or private company?
Recalc Academy is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Recalc Academy founded?
Recalc Academy was founded in 2020. It employs 1 to 10 people.
Where is Recalc Academy based?
Recalc Academy is headquartered in Round Rock, United States, in the North America region.
How does Recalc Academy make money?
Three revenue lines are on record. Open Enrollment Courses are the primary driver. The others are private/Team Training and bootcamp Programs.
Does Recalc Academy have an API?
No public API is recorded for Recalc Academy.
What industry is Recalc Academy in?
Recalc Academy's product category is Professional Development Training. Its primary akta.pro industry code is BPACANAB, Technical & Digital Skills Training, with a secondary code of EDAFABAH, Virtual Labs, Remote Labs & Hands-On Practice Tools. Its NAICS code is 611430 and its SIC code is 8200.