Private-markets tools for limited partners

Quick return and fund-economics calculators sit alongside deeper planning models for allocations, liquidity, fees, cash flows and commitment pacing.

Choose a calculator or forecaster

Search by the question you need to answer. Every tool runs directly in your browser.

25 tools
Complexity
Category

Return metrics

Calculate DPI, RVPI, TVPI, MOIC and annualized private-investment returns.

DPI, RVPI & TVPI

Reconcile the three core LP fund-performance ratios and realization share.

Open calculator →

MOIC & Annualized Return

Calculate MOIC and annualized return, project value or solve a required return.

Open calculator →

Fund economics

Quick estimates for fees, carry and layered LP outcomes.

Fund-of-Funds Fee Layer Calculator

See the sequential effect of underlying-fund and FoF economics.

Open calculator →

PE/VC Fee & Carry Calculator

Model fees, carry and gross-to-net value, then solve the gross MOIC required for a target.

Open model →

Direct Funds vs FoF vs Secondaries

Compare fees, returns, cash needs, diversification and workload.

Open model →

Portfolio planning

Deeper models for allocations, liquidity and the timing of commitments and cash flows.

TVPI to DPI Conversion Forecaster

Forecast how unrealized fund NAV may convert into distributions and DPI.

Open forecaster →

LP Re-Up & Commitment Calendar Forecaster

Project successor-fund re-ups and annual capacity for new managers.

Open forecaster →

Secondary-Sale Requirement Forecaster

Estimate whether liquidity stress could require a secondary sale and how much NAV must be sold.

Open forecaster →

Private Markets FX Exposure Forecaster

Model foreign-currency calls, distributions and returns across FX and hedging scenarios.

Open forecaster →

Capital-Call & Distribution Forecast

Estimate when a venture fund may call capital, return cash and break even.

Open model →

PE/VC Allocation Capacity

Estimate private-markets exposure while preserving a liquid reserve.

Open model →

Private Markets Liquidity Stress Test

Test coverage for calls, spending and a liquidity floor during a shock.

Open model →

VC Commitment Pacing

Plan annual commitments toward a target venture allocation.

Open model →

Fund structure and scale

Evaluate GP alignment, fund-size growth and manager scaling.

Fund Size Step-Up

Measure the percentage and dollar change from one fund to the next.

Open calculator →

Portfolio analysis

Quick capital-weighted checks for deployment, reserves, losses, realizations and allocation.

Fund Deployment Rate

See how much investable capital has been deployed and remains.

Open calculator →

Liquidity and commitments

Compare illiquid exposure, unfunded obligations and available liquidity.

Private Markets Liquidity Dashboard

Review unfunded-to-NAV, call coverage and the protected liquidity buffer together.

Open calculator →

Manager and fund concentration

Measure concentration within private markets and across the total portfolio.

Private Markets Concentration Ratios

Compare manager, fund, vintage, geography and strategy concentration ratios.

Open calculator →

Portfolio construction

Plan diversification, commitment sizing, manager counts and annual capacity.

Number of Managers Needed

Estimate the minimum manager commitments needed for a target allocation.

Open calculator →

Maximum Fund Commitment

Translate a concentration limit into commitment capacity.

Open calculator →

New Manager Budget

Find annual commitment capacity available for new relationships.

Open calculator →

Return planning

Set return hurdles, project values and compare total and annualized outcomes.

Private Market Premium

Compare an expected private-markets return with a public benchmark.

Open calculator →

Policy and liquidity

Translate institutional policy rates, ranges and near-term liquidity limits into dollars.

Endowment Spending

Calculate spending from a policy rate or infer the rate from spending.

Open calculator →

Allocation Policy

Review allocation gap, policy variance, permitted range and current status.

Open calculator →

Maximum Illiquidity Ratio

Find remaining illiquidity capacity or the amount above policy.

Open calculator →

No tools match that search.