Help Understanding Quarterly Compounding for Waterfall

Hi there, 

I am working on building out my own waterfall model and I am comparing it to other models... the actual excel part is the easy part for me, but the actual interest calculation part is giving me trouble...

For this example, let's assume the preferred return is 9%. I would assume that I would divide 9% by 4 and then compound it quarterly. However, in the sample JV docs I'm looking out, the periodic rate is calculated on the number of days elapsed over a 365 day period. So I realize I need to dive deeper, and I find the below formula in another model, but I do not understand how it works... It has been a while since my last business finance class.

=((beginning balance*(1+.09/4))^(4*Q1-Q2/365))-beginning balance)

Can somebody please help explain? I do not understand why we are raising with the daily interest rate

3 Comments
 

Voluptas velit quia voluptas id. Sit excepturi est deleniti voluptatem porro fugiat. Voluptates aut necessitatibus id error quod.

Error facere beatae molestiae distinctio dolorum illo et. Consequuntur asperiores nihil ut ut inventore debitis. Qui quaerat consequuntur quia molestiae enim ex.

Fugit optio dicta ea fuga temporibus. Nihil aliquam dolor voluptas eligendi dolorum assumenda fugit. Ea pariatur aliquam autem sed ut. Qui quibusdam consequatur non et.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan No 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (15) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”