Returns illustrator · European waterfall · J-curve

Model your commitment.

Illustrative only — not a forecast or guarantee. The single-period view drives the European-style waterfall: return of capital, 8% p.a. preferred return, 100% GP catch-up, then 80/20 carry split. The J-curve view schedules capital calls and distributions across the full fund life and computes real XIRR, DPI, RVPI and TVPI on the dated cashflow stream.

Indicative · Not investment advice

Inputs

USD 10.00M
USD 1.00MUSD 50.00M
2.20×
14
5 yrs
312

Waterfall mechanics

Capital returned first, then 8% p.a. preferred return (compounded annually). GP catch-up at 100% until the GP has received 20% of total profits. Remaining profits split 80% LP / 20% GP. Fund-level, fully cross-collateralised.

Waterfall output

Capital committedUSD 10.00M
Gross fund profitUSD 12.00M
Preferred return (8% p.a.)USD 4.69M
GP catch-upUSD 1.17M
LP carry share (80%)USD 4.91M
GP carry share (20%)USD 1.23M

LP outcome

Total returned to LPUSD 19.60M
Net MOIC (LP)1.96×
Implied net IRR (USD)14.4%

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Does not account for management fees on invested NAV, transaction costs, withholding taxes or recycling. Gross MOIC is a fund-level multiple before fees and carry.


Investor deck — base case

At the default inputs (USD 10M commitment · 2.2× gross MOIC · 5 years): LP receives approximately USD 19.6M — a net MOIC of ~1.96×. This matches the Fund I investor deck base case. All figures illustrative.