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Carried Interest Calculator

Calculate carried interest for investment funds.

Carried Interest Calculator - Calculate Investment Fund Carried Interest

Carried Interest Calculator

Calculate carried interest for investment funds including hurdle rates, catch-up provisions, and waterfall distributions.

Fund Parameters

$
$

Waterfall Structure

Carried Interest Calculation Results

Total Profit

Hurdle Amount

Excess Over Hurdle

Carried Interest

LP Share

GP Share

Waterfall Distribution

Key Metrics

Total Return Multiple:
IRR (Estimated):
Carry as % of Profit:
Effective Carry Rate:

Fee Summary

Management Fees (Total):
Carried Interest:
Total GP Economics:

Understanding Carried Interest

Key Concepts

  • Carried Interest: GP's share of fund profits, typically 20%
  • Hurdle Rate: Minimum return LPs must receive before carry
  • Catch-up: Allows GP to receive carry on early distributions
  • Waterfall: Order of distributions between LPs and GP

Waterfall Types

  • American: Carry calculated on each deal
  • European: Carry calculated on total fund performance
  • Management Fee: Annual fee, typically 2% of committed capital
  • Clawback: GP must return excess carry if fund underperforms

Example Waterfall Structure

1. Return of LP capital contributions

2. Payment of preferred return (hurdle) to LPs

3. Catch-up to GP until 20% of distributions received

4. 80/20 split between LPs and GP on remaining distributions

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v1.0.0.758733