Private Equity Returns Analysis
Calculate PE fund returns including IRR, MOIC, and DPI with distribution waterfall modeling.
This skill calculates private equity fund returns including IRR, MOIC, DPI, and RVPI. It models distribution waterfalls, carried interest calculations, and LP/GP splits with vintage year performance benchmarking. Designed for PE analysts, fund accountants, and institutional investors. From the w95/awesome-claude-corporate-skills collection. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.
Compatible Agents
Use Cases
- ✓Calculate IRR, MOIC, and DPI for PE investments
- ✓Build returns attribution waterfall
- ✓Model carried interest and LP/GP distributions
- ✓Analyze vintage year performance comparisons
Trigger Phrases
How to Install
Copy the skill content, paste it into your AI agent's system prompt or project instructions, then describe your task.
Paste the skill link or content into your AI agent's system prompt or project instructions.
Requirements
- Claude or equivalent
- Investment cash flows and valuations
- Fund terms and waterfall structure