$60.00, Excel workbook, Best for: Private equity analysts and fund CFOs modeling multi-asset waterfalls with American/European options and capital-call schedules
EDITOR'S REVIEW
This deck stands out by integrating both American and European waterfall logic with a GP catch-up mechanism, including a defined 20% share of distributions during catch-up when funds permit. It is structured as a three-sheet model with a dashboard and cash-flow projections, and it supports up to ten investments across a planning horizon of 13 years. The resource is particularly useful for PE fund CFOs and analysts who need transparent LP/GP cash flows and flexible scenario settings for multi-asset portfolios. [Learn more]
Excel template, Excel template
$99.00
$99.00, Excel workbook + supplemental tools, Best for: Private equity analysts and fund managers building monthly three-statement forecasts, waterfall allocations, and IRR/MOIC analysis
EDITOR'S REVIEW
This deck stands out by pairing a monthly, eight-year projection horizon with embedded waterfall mechanics—LP hurdle rates, GP catch-up provisions, and carried interest—alongside a built-in checks dashboard. It supports up to 10 equity investments and 10 debt investments with flexible inputs for fees, taxes, assets, and borrowings, and it outputs IRR, MOIC, and a comprehensive waterfall view that helps PE teams run monthly forecasts and LP/GP distributions. [Learn more]
$45.00, Excel workbook, Best for: Founders, CFOs, and finance teams modeling pre/post-money scenarios, convertible notes, and dilution effects
EDITOR'S REVIEW
This deck pairs a dynamic cap table with built-in sensitivity analyses, enabling modeling of convertible notes and new equity rounds in a single workflow. One concrete usability detail is the yellow-highlighted input cells that guide data entry, while the sheet remains fully editable and unlocked to accommodate different cap structures. It's especially useful for founders and finance leaders planning dilution scenarios and communicating equity changes to key stakeholders. [Learn more]
$199.00, Excel workbook, Best for: REPE analysts and fund managers underwriting multi-property acquisitions, financing, and investor distribution waterfalls
EDITOR'S REVIEW
This REPE financial model distinguishes itself by scaling to 50 properties and tying property-level cash flows to fund-level and partnership economics, including an integrated investors’ distribution waterfall and a fund summary. It outputs monthly and annual cash flow per property, portfolio-wide returns, and a Partnership Returns Waterfall with GP catch-up and carried interest calculations, plus detailed assumptions for acquisitions, financing, and debt refinancing. The deck is particularly useful for underwriting teams and fund leadership who need to test scenarios across multiple assets and produce LP-ready executive summaries. [Learn more]
$89.00, Excel workbook, Best for: Private equity, real estate, and VC analysts modeling LP/GP carry, GP catch‑ups, multi‑tier IRR promotes and VC exits
EDITOR'S REVIEW
This deck stands out by offering 4 integrated waterfall templates across private equity, venture capital, and real estate, designed to turn complex payout rules into executable cash-flow logic. A notable detail is the Private Equity model that includes a GP catch-up within an 80/20 carry structure. It's particularly useful for financial modeling teams in PE, VC, or real estate funds who need a consistent framework to evaluate LP/GP economics under different exit and hurdle scenarios. [Learn more]
56-slide PowerPoint
$29.00
$29.00, 56-slides, Best for: Private equity analysts, corporate finance teams, and management preparing MBOs, growth-capital raises, or exit planning
EDITOR'S REVIEW
This deck distinguishes itself by tying actionable deal mechanics to private-equity dynamics, including why PE houses favor management buy-outs and how the investment structure drives returns. It adds a concrete emphasis on IRR and exit timelines, plus detailed rules for MBOs and growth-capital strategies that practitioners can translate into diligence checklists. It will be most helpful to PE analysts, corporate finance teams, and business owners engaged in growth rounds or exit planning, serving as a practical frame for negotiation and stakeholder discussions. [Learn more]
Excel template, Excel template
$45.00
$45.00, Excel workbook + supplemental tools, Best for: Private equity fund managers and analysts modeling LP/GP distributions, carried interest, and scenario IRRs
EDITOR'S REVIEW
This deck stands out for its structured, auditable waterfall framework, built in Excel with embedded checks and input validations to keep calculations transparent. It uses 6 tabs divided into input ('i_'), calculation ('c_'), output ('o_') and system sections, with key outputs presented on an 'o_Dashboard' for quick review. It's particularly useful for private equity fund managers and investment teams who model LP/GP distributions, carried interest, and scenario IRRs to inform decision-making and investor reporting. [Learn more]
Excel template, ZIP
$249.00
$249.00, Excel workbook + supplemental tools, Best for: PE strategy leads and consultants turning assessment results into prioritized, tracked project plans across portfolio companies
EDITOR'S REVIEW
This deck distinguishes itself by tying a three-step PE strategy workflow to an embedded Self-Assessment Excel Dashboard that auto-generates reports and produces a maturity radar chart, turning results into actionable insights. It also includes a 62-resource implementation toolkit and 990 updated case-based questions across 7 process areas, plus a ready-made RACI Matrix to assign accountability. The resource is particularly useful for PE operating partners or consultants coordinating across portfolio companies who need to convert assessments into tracked, prioritized programs. [Learn more]
27-page PDF document
$37.00
$37.00, 27-pages, Best for: Corporate finance and M&A teams preparing for sponsor meetings, buyout structuring, and tax diligence
EDITOR'S REVIEW
This deck distinguishes itself by turning private equity concepts into a structured, deal-ready briefing that covers fund structures, fee arrangements, and the tax dimensions of acquisition and exit, including a bonus topic on the flow from setup to exit. It clearly defines the general partner and limited partner roles, explains how PE houses are funded, and lays out fees and carried interest. It's a practical reference for corporate finance and M&A teams engaging in sponsor discussions, deal structuring, or tax diligence. [Learn more]
$75.00, Excel workbook, Best for: GPs and analysts modeling private fund waterfalls with 2 catch-ups, capital return sequencing, and DCF outputs
EDITOR'S REVIEW
This deck stands out by combining a single-tab fund-structure model with built-in DCF analysis and a dual GP catch-up framework, enabling rapid testing of Tier 1 and Tier 2 distribution scenarios within one workbook. A concrete detail you wouldn't guess from the title is the monthly view option, achieved by dividing the annual preferred-return rate by 12, and the ability to set Tier 1 GP catch-up to 0% so LPs receive both their preferred return and return of capital before the GP. It targets GP and analyst teams assessing complex waterfalls across real estate, oil and gas projects, and private equity deals, helping them compare outcomes under varying capital-stack assumptions. [Learn more]
PowerPoint (5)
Excel (25)
PDF (1)
