The Ultimate Private Equity Toolkit 💸🚀
Two powerful models to value companies, maximize returns, and make smarter investment decisions 📈
👋 Hey, Linas here! Welcome to a special issue of my daily newsletter. Each day, I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & most important money movements, it’s the only newsletter you need for all things when Finance meets Tech. If you’re reading this for the first time, it’s a brilliant opportunity to join a community of 355k+ FinTech leaders:
Private Equity isn’t dead - it’s adapting.
After a bruising 2024, the industry is currently in a transitional recovery:
Exits just hit a 3-year high ($308B H1), finally delivering liquidity back to LPs.
Dealmaking is rebounding +40% YoY in value, with PE driving nearly a third of global M&A.
Yet fundraising remains tight ($223B H1, weakest since the pandemic), with over 18,000 funds chasing $3.3T in commitments.
Dry powder sits at $1.2T, much of it aging and pressuring GPs to deploy.
The backdrop is clear: high rates, tariffs, and liquidity crunches are reshaping PE.
However, opportunities are emerging, including secondaries, carve-outs, public-to-private deals, and even AI-driven value creation, which are on the rise. Resilient GPs are thus doubling down on operational transformation and new structures to win.
Which brings us exactly here.
In a market where every basis point matters, the difference between good and great investing is sharp analysis, scenario planning, and precision tools. That’s why I’ve bundled two of my most powerful resources into a single toolkit.
Here’s what’s inside:
Complete Private Equity Model: a purpose-built tool for valuation, forecasting, and leveraged buyouts (LBOs). Includes full three-statement modeling, DCF, comps, precedent transactions, sensitivity tables, and visual outputs.
PE Returns Model Template: a plug-and-play framework designed to maximize returns with detailed IRR analysis, WACC calculations, DCF, LBO modeling, FCFE valuation, and more.
Bonus Resources: 280+ AI Tools You Should Know, The Ultimate Financial Plan for SaaS & AI Startups, and Top AI Agent Startups of 2025.
With these tools, you’re not just crunching numbers - you’re making smarter investment decisions, telling better stories with your data, and steering deals toward profitable horizons.
Let’s dive in: