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PE Fund: Waterfall Model

A Python implementation of a four-tier private equity waterfall model covering both European (whole-fund) and American (deal-by-deal) structures, with compounded preferred return, GP catch-up, clawback reconciliation, and fund performance metrics.

Built to demonstrate core private credit fund accounting mechanics as practised at fund administrators including Alter Domus, Apex Group, State Street, and Northern Trust.


What It Models

Component Detail
Capital calls 5 tranches across investment period; LP account tracking
Preferred return 8% p.a. compounded per tranche from call date to exit
European waterfall Whole-fund; 4-tier; GP carry only after all LP capital + hurdle returned
American waterfall Deal-by-deal; GP earns carry per exit; clawback at fund end
GP catch-up 100% catch-up; formula: carry% / LP_carry% × preferred_return
Clawback American GP carry minus European entitlement
Performance TVPI, DPI, RVPI, Fund IRR (Newton-Raphson)

Waterfall Tiers

Tier 1 — Return of LP Capital         (100% → LP)
Tier 2 — Preferred Return (8% p.a.)   (100% → LP)
Tier 3 — GP Catch-up (100%)           (100% → GP until GP has 20% of profits)
Tier 4 — Carried Interest Split        (80% LP  /  20% GP)

Key formula — GP catch-up:

Catch-up = min(Remaining, carry% / (1 − carry%) × Preferred_Return)
         = min(Remaining, 25% × Preferred_Return)

This ensures GP ends up with exactly 20% of total fund profits — provably correct.


Illustrative Fund (Delta Private Equity Fund I)

Parameter Value
Fund Size £100,000,000
LP / GP Split 98% / 2%
Capital Called 95% (5 tranches)
Hurdle Rate 8% p.a. compounded
Carried Interest 20% GP
Fund Life 10 years
Portfolio 5 deals (4 realised, 1 held)

Results

TVPI  2.17x   DPI  1.87x   RVPI  0.30x   Fund IRR  ≈16.6%

European Waterfall:
  LP receives  £180,220,000
  GP receives   £21,780,000  (exactly 20.0% of total profits ✓)

American Waterfall:
  GP receives   £25,000,000  (deal-by-deal)
  Clawback       £3,220,000  (GP returns to LPs at fund end)

Usage

python pe_waterfall_model.py

To model a different fund, edit the parameters at the top of the file:

FUND_SIZE     = 100_000_000
HURDLE_RATE   = 0.08
CARRY_PCT     = 0.20
CAPITAL_CALLS = [(1, 0.25), (2, 0.25), (3, 0.20), (4, 0.20), (5, 0.05)]
DEALS         = [("Deal Name", "Sector", invest_yr, invested, exit_yr, proceeds, status), ...]

No external libraries required — pure Python standard library.


Key Concepts Demonstrated

  • European vs American waterfall — timing of GP carry and LP protection mechanics
  • Clawback provision — why American structures require GP escrow
  • Preferred return compounding — per-tranche calculation from call date
  • TVPI = DPI + RVPI — fund performance identity
  • J-curve — IRR penalises slow distributions; early fees + no exits create negative IRR
  • IFRS 13 Level 3 — private equity NAV based on unobservable inputs (comparable multiples)

Related Projects

  • NIFTY50 Market Risk Engine — VaR, GARCH-t, Basel III backtesting
  • Fixed Income Valuation & Immunisation — bond pricing, duration matching, ALM

Illustrative model for educational and interview purposes. Not financial advice.

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Four-tier PE waterfall model (European and American) with preferred return, GP catch-up, clawback, TVPI/DPI/RVPI/IRR

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