What We Do
Complex Excel Modeling
Our modeling team builds and maintains sophisticated financial models across transaction types, asset classes, and use cases. We work within your existing templates or build from scratch, always with clear structure, full auditability, and flexibility to accommodate evolving assumptions.
Our waterfall and distribution models are a particular area of depth, built to reflect the full complexity of LP/GP economics, including tiered promote structures, preferred return mechanics, and catch-up provisions that vary meaningfully across fund documents and deal structures. Where client compliance permits, optional AI-assisted data population and scenario testing is available as an efficiency layer.