Waterfall Profit Distribution Model

This Waterfall Model Template in Excel provides a calculation model for a four tier Private Equity Waterfall profit distribution scheme.

Waterfall Model
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This Waterfall Model template in Excel model provides a four tier waterfall profit distribution scheme as used in Private Equity or Real Estate investment partnerships.

The model requires a deal cash flow stream – cash flows available for distribution to the equity investors – and then runs through three hurdle rates of a waterfall model structure to allocate profits as per a pre-determined profit sharing scheme. You can allocated profits on each hurdle differently and therefore effectively simulate increasing or stable profit allocation schemes between Limited Partners and Sponsors.

The Basic Version comes as Excel Model and calculates cash flows for Limited Partners and Sponsors.

An extended (paid) version of the model (“Waterfall Model (Excel) – Breakdown by Investor”) then breaks down the cash flows individually for up to 5 Limited Partners and 2 Promoters.



.xlsx (Excel Versions)

.pdf (Preview)


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