Private Equity (PE) Distribution Waterfall - Excel Model Template
  • Private Equity (PE) Distribution Waterfall - Excel Model Template
  • Private Equity (PE) Distribution Waterfall - Excel Model Template
  • Private Equity (PE) Distribution Waterfall - Excel Model Template
  • Private Equity (PE) Distribution Waterfall - Excel Model Template
Originally published: 26/06/2019 15:59
Publication number: ELQ-90123-1
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Private Equity (PE) Distribution Waterfall - Excel Model Template

This is a ready-to-use distribution waterfall made for those in private equity.

Description
This is a ready-to-use distribution waterfall made for those in private equity.

Reviewed by Patrick Curtis and published by Wall Street Oasis.

This Excel model, available to download immediately, will allow the user to define capital gains allocation between participants in an investment. The waterfall will help to delineate the distributions to limited partners and general partners.

Typically, the Distribution Waterfall be found in the distribution section of a PPM (Private Placement Memorandum). This download contains the following structures:

Structure 1: Return of Capital + Preferred to LP & GP, Distribution of Excess Proceeds.

Structure 2: Return of Capital + Preferred to LP, Catch up for GP, Distribution of Excess Proceeds.

Structure 3: Return of Capital to LP, Return of Capital to GP, Preferred Return to LP, Catch up for GP, Distribution of Excess Proceeds.

This tool is just one of many tools useful for those working in finance which are published on our Eloquens user channel. If you have any questions or queries regarding this particular model you are free to either start a discussion below or contact directly by private message via our Eloquens author channel.

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