Private equity model templates
Four worksheets built the way a deal team lays them out. Plain CSV, no email gate, and every derived line states its formula so you build the muscle rather than copy an answer.
Available templates
Paper LBO worksheet
The structure interviewers expect when they ask for a paper LBO: entry, growth, cash generation, exit, and returns in one column of inputs.
- Entry EBITDA, entry multiple, and the sponsor equity plug
- Hold period and constant growth assumption
- Exit equity value, MOIC, and the IRR approximation
Debt schedule
Five-year amortisation grid with interest, mandatory repayment, and a cash sweep row so closing debt reconciles every year.
- Opening and closing debt by year
- Interest expense on opening balance
- Mandatory amortisation and optional sweep
Value bridge
Attribution of equity value creation across EBITDA growth, multiple change, and debt paydown, with the reconciliation check included.
- Three-lever decomposition of equity value
- Formulas written out for each component
- A check line that must tie to exit equity
Fund metrics tracker
DPI, RVPI, and TVPI in the order a limited partner reads them, so realised cash and paper value never get conflated.
- Paid-in capital, distributions, residual value
- DPI, RVPI, and TVPI formulas
- A net IRR placeholder for cash flow input
A template shows the layout. A simulator shows the consequence.
The worksheets get you fluent in the mechanics. The simulator puts those mechanics inside a live deal where diligence findings, financing terms, and exit timing all interact.