Search results: preferred return fund

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  PreferredReturn Investment Fund Tracker: Multi-Member

  Preferredreturn tracking tool for an investment fund with up to 30 members (expandable).

  irrirr waterfallmulti member fundpreferred return fundinvestment fund tracker

  299Discussadd_shopping_cart

  $120.00

  by Jason Varner
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  Versatile PreferredReturn & Waterfall Distribution Fund Model Template

  A single-tab waterfall distribution template designed for any GP/LP structure. Includes multiple GP catch-up options as well as preferredreturn options.

  joint venturetemplatepreferredreturnwaterfall distributionfund model

  390Discussadd_shopping_cart

  $70.00

  by Jason Varner
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  PreferredReturn Calculator - Simple Interest with 3 Hurdles

  Determine cash flow split between two parties based on the LP having defined preferredreturn hurdle rates.

  joint ventureirrexcelpreferredreturncash flow waterfall

  488Discussadd_shopping_cart

  $45.00

  by Jason Varner
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  PreferredReturn - Annual Waterfall - Includes Shortfall Repayment Option and More

  A 10-year tool to help split cash flows between a sponsor and investor pool based on a defined 'true' preferredreturn.

  irrwaterfallpreferredreturnequity multiplepref. return

  634Discussadd_shopping_cart

  $45.00

  by Jason Varner
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  Real Estate Partnership Model (preferredreturn)

  A financial model that structures cash flow distributions in a real estate partnership using a multi-tiered preferredreturn system.

  real estate investmentpreferredreturnpreferred equitycash flow distributionreal estate syndication

  320Discussadd_shopping_cart

  $40.00

  by Jason Varner
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  Financial Models (120+) - Useful and Usable Logic

  Excel for Finance: Get my all-in-one bundle of expertly designed templates, trackers, and spreadsheets.

  financial projectionsinvestment analysisfinancial modelsthree statement modelbottom up

  997Discussadd_shopping_cart

  $489.00

  by Jason Varner
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  Debt Fund Financial Projection Model Suite – 10-Year Returns, Waterfall Distribution & Valuation

  Excel debt fund financial model suite with 10-year forecasting, IRR, waterfalls, fees, capital schedules, cash flows, dashboards, in Lite & Pro versions.

  excel financial modelyear financial forecastdebt fund financial modelprivate credit fund modelfund cash flow forecast

  81Discussadd_shopping_cart

  $94.50

  by B Saeed
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  Debt Fund Financial Projection Model with Distribution Waterfall.

  Highly versatile debt fund projection model with 25 debt investments, financial investments, leverage, LP/GP distributions, preferredreturn and carried interes

  statement financial projectiondebt fund financial modellp gp waterfall excelloan portfolio model excelfund leverage model

  107Discussadd_shopping_cart

  $109.00

  by Projectify
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  REIT (Real Estate Investment Trust) Fund Financial Projection Model

  Highly versatile REIT fund 8-year 3-statement financial projection model with calculations for fees, AUM and returns across multiple property investments

  statementreal estatedashboardfinancial statementsasset management

  474Discussadd_shopping_cart

  $110.00

  by Projectify
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  Private Equity Fund Cashflows Model

  The Private Equity Fund Cashflows Model is designed to help LPs and GPs analyze fund cash flows and returns at all the investor, manager, and portfolio levels.

  private equity fund modelprivate equity waterfall excelpe fund irr modellp gp cash flow modelfund performance modeling excel

  4,5508add_shopping_cart

  $125.00

  by Street Fox Advisors
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  Hedge Fund Simulation Model

  Simulate the fees and total return between a hedge fund and investor as the investor's NAV changes over time. Includes a soft hurdle and asset management fee.

  joint venturehurdle ratehedge fundhigh watermarksoft hurdle

  300Discussadd_shopping_cart

  $70.00

  by Jason Varner
• 

  Mutual Funds Data Pakistan

  This file contains the data of mutual funds and their returns from 01-Jul-2025 to 27-Apr-2026.

  pakistanmutual fundsshariapension fund

  37Discussadd_shopping_cart

  free

  by Irfan Rashid
• 

  Asset Management Company - Closed End Fund Model

  Financial Model providing analysis of a Closed-End Fund hosted by an Asset Management Company.

  irrprivate equityinvestorsinvested capitalasset management

  4324add_shopping_cart

  $139.00

  by Profit Vision
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  Private Equity Fund Cashflows Model (Investor Cashflows) – American Waterfall

  The Private Equity Fund Cashflows Model is for GPs/LPs looking to analyze fund cash flows and returns through an American waterfall distribution

  private equitypefinancial modelprivate equity fundlp

  367Discussadd_shopping_cart

  $79.99

  by FINANCIAL MODELS HUB
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  Private Equity Fund Cashflows Model (Investor Cashflows) – European Waterfall

  The Private Equity Fund Cashflows Model is designed for GPs/LPs looking to analyze fund cash flows and returns through a European Waterfall distribution.

  private equitypeexcel modelprivate equity fundlp

  316Discussadd_shopping_cart

  $79.99

  by FINANCIAL MODELS HUB
• 

  Stock/Crypto Fund Manager Portfolio and Distribution Tracker

  Long-only fund management tracker. Up to 20 members, 50 assets, and up to 20 years monthly and annual reports.

  irrinvestment managementpreferredreturnfund managementportfolio tracker

  2024add_shopping_cart

  $70.00

  by Jason Varner
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