Joint Venture Waterfall Templates

Joint venture and waterfall models

Make the economics clear before the cash starts moving.

A focused collection of editable Excel models for preferred returns, preferred equity, IRR and MOIC hurdles, GP catch-ups, promote splits, cumulative distributions, funds and deal-specific waterfalls.

included models GP and LP return views Monthly and annual logic Easy to adapt and import
Fully editable files No hidden formulas, locked tabs or black-box distribution logic.
Immediate access Download after purchase and receive a link by email.
Mostly single-tab tools Designed for review and easy importing into a larger model.
Clear incentive alignment Show how deal terms affect operator and investor returns.

Explore everything included

Search all models or filter the collection by preferred return structures, waterfalls, funds and deal models with built-in distribution logic.

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Follow every dollar through the waterfall

Choose the structure closest to your agreement, then configure contributions, timing, hurdle definitions and splits around the actual deal terms.

Fund

Define capital contributions

Set GP and LP investment amounts, ownership, funding timing and the capital that must be returned.

Accrue

Calculate the preferred return

Model simple or compounding preferences, accrual balances, current payments and unpaid amounts.

Hurdle

Test each distribution tier

Apply return-of-capital rules, IRR or MOIC hurdles, high-water marks and GP catch-up provisions.

Split

Allocate cash and returns

Calculate promote or carry splits, residual distributions, partner cash flows, IRR and equity multiples.

This bundle is a strong fit if...

You evaluate or structure multiple joint ventures and need several ways to allocate cash between sponsors, operators and investors.

You compare preferred return, preferred equity, IRR and MOIC structures.
You need transparent waterfall logic that can be explained and audited.
You want reusable modules for funds, acquisitions and operating partnerships.

An individual model may be enough if...

You have one fixed distribution structure and do not expect to model alternative waterfalls.

Your agreement has one simple preference and one residual split.
You need a waterfall already built into one specific acquisition model.
You can review the individual model links above before choosing the full bundle.

Turn agreement language into working logic

Make each distribution tier explicit.

The templates show when cash moves from one tier to the next and how that change affects both investor and operator economics.

Return of capital Track contributed capital and determine when it has been fully repaid.
Preferred return Calculate accrual, payment timing and any unpaid preference balance.
Hurdles and catch-up Test IRR, MOIC or cumulative thresholds and GP catch-up mechanics.
Promote and final split Allocate remaining cash and summarize partner-level returns.

Frequently asked questions

The practical details about selecting, adapting and using the waterfall models.

Can I buy individual models instead?

Yes. Every template in the catalog links to its individual model page. The bundle is best for buyers who expect to compare or reuse several waterfall structures.

Can I add this logic to another financial model?

Yes. Nearly all of these waterfall tools use compact single-tab logic, making them easier to study and import. You will still need to connect the distribution cash flow and timing to your main model carefully.

What is the difference between a hard and soft hurdle?

A hard hurdle generally applies the performance allocation only above the hurdle. A soft hurdle can apply it more broadly once the hurdle is met. Always configure the spreadsheet to match the governing agreement.

Do the templates support multiple hurdles?

Several models support multiple IRR, MOIC or cumulative distribution tiers, while others focus on one preferred return or preferred equity structure. Each model card describes its primary design.

Are the spreadsheets fully editable?

Yes. Formulas and tabs are visible and editable so you can change assumptions, trace the logic and adapt the framework to the actual joint venture.

How is the bundle delivered?

The files are immediately downloadable after purchase. You will also receive an email with a download link, which is helpful when purchasing on a mobile device.

One-time purchase

Get the complete Joint Venture Waterfall Bundle.

Download all models immediately and compare the distribution structures before adapting one to your deal.

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