Products

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 capabilities
free up your time so you can optimize investment
decisions and maximize investor returns rather than building and validating spreadsheets.