Places Of Interest

Financial Model Template for Loan Brokerage (or deal advisor)

I've done a few financial models for loan brokerage clients, and I've decided to build a public-facing custom version that I think fits the most types of scenarios and strategies. This includes three main types of loans, and the fourth channel is deal volume for investment banking / capital advisory strategies. They are similar but have some differences in logic that are relevant.

Preferred Return - Investor Thresholds - 100% LP Capital Repaid First

I've done about a dozen joint venture waterfall frameworks and this most recent one is different enough from the rest that it deserves its own version. The way capital is repaid and the pref. works is unique to any other template I've done.