FILE 02 — PRIVATE EQUITY

From published accounts to a live LBO model, built to their own conventions.

Sources and uses, three linked statements, per-tranche waterfall, covenant headroom and the returns bridge — every cell traceable to its source.

MORE PRODUCTIVE — LBO MODEL
CLIENT
PRIVATE EQUITY FUND
CONTEXT
A private equity fund with its own modelling conventions and a short window to get to a credible structure on each opportunity.
WHAT WE BUILT
A formula-driven workbook in their template: sources and uses, three linked statements, per-tranche debt waterfall, covenant headroom, returns with a value-creation bridge and live sensitivity grids.
MEASURED RESULT
7× on the LBO model, with the fund’s own formatting and checks intact and every cell auditable back to its source.