Advanced Promote Waterfall with IRR or MOIC MilestoneA unique waterfall that is useful to joint ventures containing a preferred return and a single IRR / MOIC hurdle.joint venturepreferred returnirr waterfall modeldistribution cash flowsexcel jv waterfall template114Discussadd_shopping_cart $40.00 by Jason Varner
Joint Venture Template BundleIncludes soft and hard preferred equity as well as a preferred return, multi-family real estate, and self storage template.joint venturepreferred returndistribution waterfallself storagepreferred equity749Discussadd_shopping_cart $189.00 by Jason Varner
2 Hurdle Preferred Equity Waterfall - Repay Equity>Attain ROI TargetA dynamic joint venture waterfall model with 3 cash flow splits across 2 hurdles. Up to 10 years on an annual basis. Main hurdle is MOIC.joint venturenpvwaterfall modeldcf analysisequity multiple573Discussadd_shopping_cart $95.00 by Jason Varner
Staple of Cash Flow Waterfalls: 3 Tier IRR Hurdle Distribution StructureSimple one-pager cash flow distribution template that uses IRR hurdles. Just enter Contributions/Distributions at the top.cash flow waterfallirr hurdlesjoint venture distribution455Discussadd_shopping_cart $45.00 by Jason Varner
IRR Hurdles with GP Catch-upThis template lets the user define various IRR hurdles, the cash in / out per period, a catch-up IRR for the GP, and all the logic runs off that.joint venturecash flow waterfallirr hurdlesgp catch-upreal estate syndication385Discussadd_shopping_cart $70.00 by Jason Varner
Preferred Return Calculator - Simple Interest with 3 HurdlesDetermine cash flow split between two parties based on the LP having defined preferred return hurdle rates.joint ventureirrexcelpreferred returncash flow waterfall524Discussadd_shopping_cart $45.00 by Jason Varner
Leveraged Buyout (LBO) Model — Excel Template with IRR & MOIC ReturnsA 9-sheet Excel LBO model with sources & uses, debt schedule, IRR/MOIC returns, dashboard, and sensitivity analysis.leveraged buyoutirrprivate equityfinancial modeldebt schedule32Discussadd_shopping_cart $24.99 by Bilal Kasbati
Share based TVPI, MOIC & IRRShare based TVPI, MOIC & IRR in Excel Modelirrmoictvpishare based153Discussadd_shopping_cart $25.00 by Simon Minder
NAV based TVPI, MOIC & IRRNAV based TVPI, MOIC & IRR model in Excel.moictvpinav basedirr model185Discussadd_shopping_cart $25.00 by Simon Minder
Leveraged Buyout (LBO) Model - Sources & Uses, Cash Sweep, IRR & MOIC (Excel)Institutional Excel LBO: sources and uses, a debt schedule with cash sweep, covenants, IRR and MOIC. Scenario-driven, reconciled and verified.irrleverageprivate equitylboexcel16Discussadd_shopping_cart $149.00 by Ian Muriithi
Real Estate PE Multiple Hurdles Waterfall ModelReal Estate PE Multiple Hurdles Waterfall Cash Flow Analysis Full Modelirrreal estateprivate equityfinancial modellp212Discussadd_shopping_cart $50.00 by JL Valuation & Modeling
Multi-family Real Estate - Joint Venture Model - IRR Hurdles, Refinancing, and Exit AssumptionsModel up to a 10 year annual pro forma that caters to the specific assumptions related to multifamily real estate.joint venturewaterfallpro formacap ratereal estate model731Discussadd_shopping_cart $45.00 by Jason Varner
Cumulative Distribution Hurdles: 6 Tiers - Joint VentureEasily plug in distributable cash flow and the waterfall model does the rest for how much cash should be split between the LP and GP each period.joint venturewaterfalllpcash distributionhurdles258Discussadd_shopping_cart $70.00 by Jason Varner
LBO Model — Multi-Tranche Leveraged Buyout (Excel + Google Sheets) | Senior/Mezz/PIK · Cash Sweep · MoIC, IRR & Dated XIA 7-tab Excel & Sheets LBO model: EV/EBITDA entry, a senior/mezz/PIK/revolver debt stack, a 5-year waterfall with PIK accretion, mandatory amort and a 100% cashleveraged buyoutprivate equitydebt schedulecash sweeplbo model27Discussadd_shopping_cart $199.00 by Hoda Elmorshidy
Cap Table&Dilution Model (Excel + Sheets) | SAFE · Option Pool Shuffle · Pre/Post-Money · Liquidation Prefs · MoIC & IRRA 7-tab Excel & Google-Sheets cap-table model: multi-round priced equity (Founding → Seed → A → B → optional C) with a post-money SAFE, the option-pool shuffleventure capitaloption poolcap tablestartup cap tablefounder dilution25Discussadd_shopping_cart $179.00 by Hoda Elmorshidy
Capital Allocation & Capex Appraisal Model — 20 Projects, WACC Builder, Risk-Adjusted Hurdles & Portfolio RationingA 26-tab capital allocation system for the finance team that has more worthwhile projects than budget: twenty projects over twenty-five years, a WACC built fromcapital budgetingnpvirrwacccapital allocation11Discussadd_shopping_cart $449.00 by Hoda Elmorshidy
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