Free Tools & Calculators
Simple, practical tools for fund formation, budgeting, economics, and operations.
Fund Formation
Fund Formation Timeline Generator
Generate a month-by-month roadmap for launching your fund from T-12 to T+12.
Management Fee Calculator
Model management fee schedules across fund life, commitment period, and step-downs.
Management Company Budget Planner
Plan your management company budget, burn, and runway.
Side Letter Obligations Tool
Summarize and score side letter obligations so you can manage them operationally.
Operations and Compliance
Side Letter Obligations Tool
Summarize and score side letter obligations so you can manage them operationally.
Fund Expense Allocation Helper
Decide whether a given expense is typically fund-borne or GP/management company-borne, with a short explanation.
Pricing and Costs
Fund Administration Pricing Estimator
Estimate typical fund administration fee ranges and what drives cost.
Audit Fee Estimator
Estimate audit fee ranges based on size and complexity.
Tax Fee Estimator
Estimate tax preparation fees for funds, blockers, and GP entities.
Investor Onboarding / KYC / AML Cost Estimator
Estimate investor onboarding and KYC/AML costs per investor and in total.
Fund Economics
Distribution Waterfall Visualizer
Visualize LP and GP economics across preferred return, catch-up, and carry tiers.
Subscription Credit Line Impact Visualizer
Show how a subscription line of credit affects IRR, MOIC, and fee drag.
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