Private Equity (PE) Distribution Waterfall - Model Template

Patrick Curtis

Reviewed by

Patrick Curtis WSO Editorial Board

Expertise: Investment Banking | Private Equity

Download WSO's free Private Equity Distribution Waterfall model template below! This template allows you to create your own PE distribution waterfall for returning capital to the LPs, GPs, etc with different fund structures. The template is plug-and-play, and you can enter your own numbers or formulas to auto-populate output numbers. The template also includes other tabs for other elements of a financial model.

According to the WSO Dictionary,

"Private Equity is one of the most vaunted types of work in finance and private equity interviews are notoriously challenging. The typical route into private equity is after having spent 2 years at a top investment bank and / or completing an MBA at a top business school."

A screenshot below shows a sneak peak of the template.

WSO Private Equity Distribution Waterfall Template

Patrick Curtis

Patrick Curtis is a member of WSO Editorial Board which helps ensure the accuracy of content across top articles on Wall Street Oasis. He has experience in investment banking at Rothschild and private equity at Tailwind Capital along with an MBA from the Wharton School of Business. He is also the founder and current CEO of Wall Street Oasis. This content was originally created by member and has evolved with the help of our mentors.