Keeping own excel model of waterfall structure for investor returns or outsourcing to a 3rd party software company?

So I am likely going to be launching a RE Private Equity firm, rather small, for residential homes... probably $10m of property in the first year, $30M in the second, $75M in the third (we'll see!)

I want to have as much administrative, accounting and presentation function automated as possible... but at $30-40k a year for software to do so, that's a bit steep. Do any of you have experience making your own templates to automatically model out required monthly returns, catch-ups, charts, clean and concise investor information, etc. to present to LPs?

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Sep 14, 2018