PE Returns Model Template💰
Use this to maximise Private Equity returns 🚀
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Private Equity (PE) is a powerful force in global finance that’s rarely talked about. And while it often operates backstage, it is quite influential in the financial technology space:
To navigate this domain, today I’m sharing the PE Returns Model Template that serves as an indispensable asset for the savvy investor. It is a plug-and-play template allowing you to build your own private equity model that includes various Internal Rate of Return (IRR) parameters.
It's a template engineered to equip you with the analytical prowess necessary to evaluate the PE investment potential of any of your targeted companies.
One must note that PE represents a strategic enclave of private financing where investors become stakeholders in enterprises through direct investments or leveraged buyouts. Irrespective of the approach, this template will help you to navigate different transaction structures within PE.
ICYMI: Simple Leveraged Buyout (LBO) Model for Investors 💸 [use this to make informed decisions and maximize your returns 📈]
At the core of it, we obviously have the Internal Rate of Return (IRR) that’s used to discount capital budgeting and to make the net present value of all future cash flows equal to zero.
Coupled with the Discounted Cash Flow (DCF) analysis, IRR estimates the rate of return that an investment will provide. A bigger IRR normally means the investment is more profitable.
Hence, this template includes the following tabs for financial modeling:
PE Returns Analysis
WACC Calculation
Assumptions
Income Statement
Balance Sheet
Cash Flow Statement
PPE Schedule
Debt Schedule
DCF
LBO Modelling
FCFE Valuation
So use this model to improve your private equity investment analysis while steering towards profitable horizons with precision and insight 👇🏼
P.S. you will also get access to the Complete Private Equity Model for Investors & CEOs that will help you redefine your investment game (+more bonus resources)