Products

Partnership and Fund Modeling

Portfolio Maximizer provides a central repository for storing and monitoring partnership information, enabling managers to proactively manage and optimize the fund’s equity structure.

  • Proactively manage investors’ exposure
  • Move waterfall and fee modeling out of spreadsheets
  • Capture key investor and partnership terms
  • Track historical equity transactions
  • Enter alternate sets of cap and discount rates

N-Tier Partnership Modeling
N-Tier Waterfall Modeling

With N-Tier Partnership modeling, one or more investors can invest and receive distributions from a partnership. Meanwhile, an investor or partnership can invest in one or more partnerships. At any tier a partnership can have one or more properties and can also be viewed as an asset.