Returns Analysis Excel Template
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IRR, MOIC and cash-on-cash returns for sponsors and investors.
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About this returns analysis schedule
A returns analysis schedule measures investment performance using IRR, MOIC, cash-on-cash returns, equity value creation, and exit proceeds. It shows how entry price, leverage, operating performance, and exit valuation translate into investor outcomes.
Use this free Excel returns analysis schedule preview to compare sponsor return layouts from real private equity, venture, infrastructure, and acquisition models. It is useful when building investment committee materials, LBO cases, or portfolio return sensitivities.
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Frequently asked
What does the Returns Analysis schedule do?+
A returns analysis schedule measures investment performance using IRR, MOIC, cash-on-cash returns, equity value creation, and exit proceeds. It shows how entry price, leverage, operating performance, and exit valuation translate into investor outcomes.
When should I use a Returns Analysis schedule?+
Use this free Excel returns analysis schedule preview to compare sponsor return layouts from real private equity, venture, infrastructure, and acquisition models. It is useful when building investment committee materials, LBO cases, or portfolio return sensitivities.
What is included on this Returns Analysis schedule page?+
The page includes a live Excel preview, source model examples, sheet-name variants, and related schedules for the returns analysis workflow.
Can I download the workbook behind this Returns Analysis example?+
Yes. Use the download button or open one of the linked source models to download the full Excel workbook that contains this schedule.
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