Waterfalls
Waterfall calculator
Model preferred return, catch-up, promote, and distribution outcomes before approving a deal model.
SponsorBeast tools
Private capital tools
Calculators, checkers, calendars, and control-file workflows for sponsors that need every number tied to a document, approval, owner, and investor-facing record.
Tool roadmap
The operating tools that should become interactive calculators
Capital calls
Capital call calculator
Translate commitments, reserves, expenses, and due dates into a clean investor contribution schedule.
Sponsor economics
Management fee model
Map fee basis, step-downs, offsets, waivers, and entity-level allocations into one control file.
SPVs
SPV expense reserve calculator
Estimate legal, admin, tax, compliance, banking, and post-close reserves for single-deal vehicles.
Deal execution
Purchase price adjustment checker
Track net working capital, cash, debt, leakage, escrows, and true-up mechanics across the close file.
Credit controls
Covenant cushion monitor
Connect debt covenants to reporting dates, borrower metrics, lender notices, and exception approvals.
LP reporting
LP reporting calendar
Schedule capital account statements, notices, K-1 support, quarterly packs, and annual audit evidence.
Portfolio operations
Portfolio KPI definition checker
Force every KPI into a source system, formula, owner, review cadence, and board-pack definition.
Commercial intent
Every tool should connect back to a buying workflow
LP reporting and investor communications
Sponsors, fund managers, SPV operators, and investor relations teams
Buy or compare software for repeatable investor reporting workflows.
SPV administration and deal closing
Independent sponsors, searchers, deal leads, and closing coordinators
Find a clean operating system for SPV formation, subscriptions, wires, and close files.
Waterfalls and sponsor economics
Sponsors, CFOs, operators, LPs, and deal counsel
Understand and model distributions, carried interest, promotes, fees, and incentives.
Capital calls and contribution operations
Fund operations teams, sponsors, administrators, and investor relations teams
Run clean capital call notices, payment tracking, escalations, and contribution records.
Compliance controls and evidence files
Sponsors, compliance leads, fund counsel, and administrators
Build evidence-backed compliance workflows for marketing, diligence, filings, and records.
Portfolio operations and KPI reporting
Operating partners, sponsor portfolio teams, search fund CEOs, and board observers
Standardize portfolio KPI collection, board reporting, value creation plans, and operating cadence.