Excel + Finance Experts for Private Equity Waterfalls and cash flows
Budget: $8 – $15 USD
You need to know the difference from IRR/XIRR calculations and how to solve for monthly, quarterly, and annual compounding, —e.g., transforming an annual XIRR via (1 + XIRR)^1/4 when we switch to quarterly views.
To be considered, show me the depth of your experience crafting similar waterfalls; that’s the single most important qualifier for this engagement.
Core components that have to be wired in:
• Dynamic distribution-order priority to create a template for example: Toggle to say LP1 gets paid first, then LP2, or put a 1,2,3 next to the input and instantly changes to LP2 gets paid first, then LP1
• Preferred returns with catch-up mechanics
- accounting for actual historical distributions to lookup and adjust the waterfall
• Hurdle rates and carried interest tiers
• Sponsor/LP clawback logic
The final file should be transparent, efficiently structured, and easy for a non-coder to audit. All formulas must be unlocked and clearly labeled so I can trace every cash-flow link from inputs through each tier, right down to the promote.
If your background includes building PE waterfalls that stand up to institutional due-diligence, I’d like to work with you.
To be considered, show me the depth of your experience crafting similar waterfalls; that’s the single most important qualifier for this engagement.
Core components that have to be wired in:
• Dynamic distribution-order priority to create a template for example: Toggle to say LP1 gets paid first, then LP2, or put a 1,2,3 next to the input and instantly changes to LP2 gets paid first, then LP1
• Preferred returns with catch-up mechanics
- accounting for actual historical distributions to lookup and adjust the waterfall
• Hurdle rates and carried interest tiers
• Sponsor/LP clawback logic
The final file should be transparent, efficiently structured, and easy for a non-coder to audit. All formulas must be unlocked and clearly labeled so I can trace every cash-flow link from inputs through each tier, right down to the promote.
If your background includes building PE waterfalls that stand up to institutional due-diligence, I’d like to work with you.