Partnership and Fund Modeling Software

Using the Portfolio Maximizer software, you can easily model any partnership and joint venture structure, no matter how complicated. Portfolio Maximizer provides a central repository for storing and monitoring partnership and joint venture information, enabling you to proactively manage and optimize the fund’s equity structure.

• Capture key investor and partnership terms
• Track historical equity transactions
• Rollup Joint Venture interests into a Fund model with no limitation on rollup or JV layers
• Integrate asset level cash flows, asset and portfolio level debt, management fees, and waterfall calculations to project future cash positions and investor distributions
• Generate multi-level performance reports for individual investors, JV’s, partnerships, and funds

Portfolio Maximizer’s built-in fund modeling capabilitiesfree up your time so you can optimize investment decisions and maximize investor returns rather than building and validating spreadsheets.