Private Equity Financial Model Templates
Free private equity model templates in Excel - LBO models, fund-level returns, portfolio company forecasts, and distribution waterfalls. Built for PE associates and fund managers who need a defensible view of deal and fund economics.
20 free Excel templates in Private Equity - free download with email signup.
Leveraged Buyout Model
Complete LBO analysis with debt financing structures, sponsor returns, and sensitivity to exit scenarios.
Venture Capital Fund Model
Model VC fund cash flows, distributed returns, and IRR by vintage year and exit scenario.
Venture Studio Economics
Model venture studio revenue from equity stakes, fees, and services to portfolio companies.
Secondary Private Company Sale Model
Modeling secondary sales of stakes in private companies, including buyer valuations, hold periods, and investor return scenarios.
Mezzanine Debt Funding Model
Mezzanine financing structure with subordinated debt, equity kickers, and sponsor return analysis.
Private Equity Fund Model
Fund-level cash flow, investment allocation, and LP returns including fees, distributions, and net IRR.
Secondary Fund Economics Model
LP-view model for secondary fund performance showing portfolio composition, J-curve, IRR, and return contribution by vintage and asset class.
Continuation Fund Model
Model secondary fund economics with roll-over assets, new LPs, and GP economics.
Co-Investment Model
Track co-investor capital calls, distributions, and IRR by investor with waterfall mechanics.
Family Office Financial Plan
Comprehensive financial planning model for family offices with assets, spending, taxes, and legacy.
Alternatives Allocation Model
Portfolio allocation across private equity, hedge funds, and real assets.
Carried Interest
European-waterfall PE / VC carried-interest model with LP MoIC and GP carry $.
Litigation Funding Portfolio
8-case commercial-litigation fund: per-case EV recovery, scenario-driven win rates, European-waterfall fees, gross / net IRR and MOIC.
Value Creation Bridge Model
5-year PE value creation bridge decomposing equity returns into revenue growth, margin expansion, deleveraging, and multiple expansion.
Buy And Build Model
5-year private equity buy-and-build model: platform acquisition, add-on rollups, synergy realization, and exit returns.
Quality Of Earnings Model
Buy-side quality of earnings model with reported-to-adjusted EBITDA bridge, working capital peg, and cash proof.
Management Incentive Plan Model
Private equity MIP model with sweet equity ratchet, paired IRR and MOIC hurdle gates, and dilution waterfall.
Take-Private Model
LBO take-private model with premium to unaffected share price, debt financing flex, and rollover equity mechanics.
Dividend Recap Model
Model dividend recapitalization capacity across hold period with debt covenant headroom and waterfall distribution.
Independent Sponsor Economics Model
Model independent sponsor firm economics: management fees, deal-by-deal carry promote, and broken-deal costs.
Frequently asked
Are these templates really free to download?+
Yes. Every template is a free Excel download with live formulas after email signup. No credit card or paywall is required. Click any template, enter your email, download the .xlsx file, and open it in Excel, Google Sheets, or LibreOffice.
What's covered under private equity models?+
This category includes deal-level LBO models, fund-level cash flow and returns models, portfolio company operating forecasts, and carried-interest / distribution waterfall templates.
How do these calculate returns?+
Deal models compute gross IRR and money-on-money multiple from entry price, leverage, and exit assumptions. Fund models aggregate portfolio cash flows and split proceeds between LPs and GP through a preferred-return waterfall.
Can I edit the models after downloading?+
Yes. The free downloads are unlocked Excel workbooks with live formulas, no macros, and no password protection. You can change assumptions, add rows, relabel line items, and adapt the structure.
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