Decomposes private equity returns into revenue growth, margin expansion, multiple changes, and debt paydown components for precise financial reporting.
This skill automates the complex process of attributing private equity investment returns to specific operational and financial drivers. By analyzing entry and exit metrics, it provides a structured framework for generating equity bridge waterfalls and performance narratives. It is an essential tool for investment professionals needing to reconcile realized or unrealized gains for Investment Committee memos, quarterly LP reporting, and exit case studies, ensuring all calculations align with standard PE valuation methodologies.
主要功能
01Automated decomposition of returns into five core value-creation drivers
02Structured equity bridge waterfall generation in tabular or chart-ready formats
03Built-in quality checks to reconcile equity value and debt paydown against balance sheets
04Calculation of MOIC contributions for each specific performance component
05Detailed revenue and margin bridge analysis including organic vs. M&A splits
062 GitHub stars
使用场景
01Preparing quarterly portfolio company performance reviews and return attribution reports
02Building value creation narratives for exit case studies and prospective buyer presentations
03Conducting post-mortem analysis on exited deals to identify successful underwriting patterns
