Secondary Deal Economics Dashboard

Core deal inputs

Every field is editable. Change anything and the outputs update immediately.

Deal size ($) Base purchase price ($) Capital invested ($) Entry date Exit date Hold period (years, fallback) Expected exit multiple (x) SPV life (years) Carry hurdle basis

All model inputs editable Your own standards profile Premium / discount checker Side-by-side economics engine

Current standards profile

These are the values used when you hit reset.

Edit standards

Structure comparison

Model two fee stacks side by side.

Structure A

Label Upfront fee (% of deal size) Management fee (% annual) Carry (% of profit) Preferred return / hurdle (% annual)

Structure B

Label Upfront fee (% of deal size) Management fee (% annual) Carry (% of profit) Preferred return / hurdle (% annual)

SPV overhead

Direct cost assumptions for the vehicle.

Legal setup cost ($) Annual compliance / admin ($) Annual audit / tax ($)

Round vs secondary pricing

Check whether the trade is at a premium or discount.

Primary / round price Secondary market price

Premium / discount

Classification

Fee allocation splits

How the cost burden is allocated across investor, sponsor, and client.

Fee bucket

Investor %

Sponsor %

Client %

Total

Upfront fee

Management fee

Carry

Legal

Ongoing admin / audit / tax

Dated cash flows

Add any interim distributions or reimbursements. XIRR recalculates automatically.

Date	Description	Amount ($)	Action

Results

Fast commercial comparison across the two structures.

Metric			Winner

Payer burden

Total dollars by payer under each structure.

Payer

XIRR summary

Dated-cash-flow investor return approximation.

Metric

Secondary Deal Economics Dashboard Report