Features
Every Formula. Every Tier.
Every Investor Class.
Six purpose-built engines for institutional-grade syndication underwriting. Not adapted from generic tools — designed from the ground up for GP sponsors.
Deal Analysis Engine
Know your numbers before you raise a dollar
10-year pro forma cash flow projections with NOI, debt service, and after-tax distributions calculated year by year. Customizable growth assumptions for rent, vacancy, operating expenses, and capital reserves.
Why it matters
Your LPs expect institutional-grade projections before they wire a dollar. This engine generates the exact financial model an institutional investor would build — in minutes instead of days.
Capabilities
- IRR, NPV, cash-on-cash, equity multiple, DSCR
- Exit cap rate sensitivity analysis
- Refinance scenario modeling
- Net operating income projections with custom escalation
- Capital expenditure planning and reserve modeling
Multi-Tier Waterfall Engine
Model any distribution structure that exists
Build waterfalls with unlimited hurdle tiers, each with its own preferred return, catch-up provision, and promote split. From simple preferred returns to complex institutional-grade distributions.
Why it matters
No other SaaS tool at any price point offers unlimited-tier waterfall modeling. Competitors cap at 2–3 tiers. Real syndication deals need more.
Capabilities
- Unlimited hurdle tiers per waterfall
- Preferred returns with catch-up provisions
- Promote structures at every tier level
- Lookback IRR calculations
- Customizable distribution frequency
Multi-Class Investor Architecture
Different investors, different terms, one model
Model Class A, B, and C investors with completely independent waterfall logic per class. Each class can have its own preferred return, hurdle rates, promote structure, and distribution priority.
Why it matters
When institutional LPs invest alongside family offices and retail investors, each class needs different terms. This is the only SaaS tool that models this natively.
Capabilities
- A/B/C investor classes with independent waterfalls
- Different preferred returns per class
- Independent hurdle rates and promote structures
- Distribution priority and subordination logic
- Per-class return reporting (IRR, equity multiple, cash-on-cash)
Multi-Loan Debt Modeling
Layer your capital stack with precision
Model up to 3 concurrent loans with independent terms: senior debt, mezzanine financing, and supplemental loans. Each with its own interest rate, amortization schedule, and prepayment provisions.
Why it matters
Complex syndication deals rarely have a single loan. Bridge-to-permanent financing, mezzanine layers, and supplemental loans are standard. No competitor handles this at the deal level.
Capabilities
- Senior, mezzanine, and supplemental debt simultaneously
- Independent amortization schedules per loan
- Interest-only periods and balloon payments
- Prepayment penalties (lockout, step-down, yield maintenance)
- Refinance modeling with new loan terms
Professional Excel Exports
Audit-ready workbooks your LPs can trust
Generate comprehensive Excel workbooks with live formulas — not flattened values. Every number traces to an assumption your investors can modify, verify, and stress-test independently.
Why it matters
Institutional investors and lenders do not trust static PDFs. They need editable Excel files where every formula is transparent. This is the standard for syndication due diligence — and no competitor generates it.
Capabilities
- Multi-sheet workbooks with live formulas
- Professional formatting and charts
- Full audit trail from output to assumption
- Investor-specific return summaries
- Sensitivity tables and scenario comparisons
Sponsor Fee Modeling
Understand what you actually earn from every deal
Model all GP-level fees: acquisition fees, ongoing asset management fees, refinance fees, and disposition fees. See the full picture of sponsor economics alongside LP returns.
Why it matters
A GP who cannot accurately project their own returns from a deal is guessing. This framework ensures full transparency — critical for investor trust and your own decision-making.
Capabilities
- Acquisition fee modeling (% of purchase price)
- Asset management fees (% of effective gross income)
- Refinance and supplemental loan fees
- Disposition fee modeling
- GP return analysis (IRR, equity multiple) inclusive of fees
Your Next Deal Deserves
a Better Model
Join the waitlist for founding member pricing. Be among the first GP sponsors to underwrite deals with institutional-grade precision.