Firm App Catalog

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Finance

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LiveBetaDraftDeprecated

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PublicInternalConfidentialRestricted

Finance apps

Tools owned and maintained by Finance. Launch links open in a new tab.

Fund Performance Dashboard

Roll-up MOIC, IRR, DPI by vintage with drill-through to sleeve attribution.

FinanceLiveInternal

DFDana Frost

1,540 uses

Updated May 2, 2026

performanceMOICIRR

Details

NAV Reconciliation Assistant

Align GP NAV packs to internal marks with exception buckets.

FinanceBetaConfidential

DFDana Frost

287 uses

Updated Apr 20, 2026

NAVreconciliation

Details

Distribution Notice Generator

Generate distribution notices from waterfall outputs with guardrails.

FinanceLiveConfidential

CPChris Patel

448 uses

Updated Apr 19, 2026

distributionnotice

Details

Capital Call Workflow

Route capital call notices through finance validation and IR send checklist.

FinanceLiveConfidential

CPChris Patel

903 uses

Updated Apr 18, 2026

capital callworkflow

Details

Waterfall Audit Trail

Reconstruct waterfall runs from inputs with checksum verification.

FinanceLiveConfidential

DFDana Frost

329 uses

Updated Apr 17, 2026

waterfallaudit

Details

Carry Waterfall Simulator

Model catch-up, clawback scenarios, and fee offsets with scenario compare.

FinanceLiveConfidential

CPChris Patel

412 uses

Updated Apr 5, 2026

carrywaterfall

Details

Fund Fee Benchmark

Benchmark management fee and carry terms vs peer cohort (anonymized).

FinanceBetaInternal

DFDana Frost

267 uses

Updated Mar 22, 2026

feesbenchmark

Details

Legacy Excel NAV Tool

Sunsetting spreadsheet macro bundle — use NAV Reconciliation Assistant.

FinanceDeprecatedInternal

DFDana Frost

12 uses

Updated Dec 1, 2025

legacysunset

Details

Finance apps

Tools owned and maintained by Finance. Launch links open in a new tab.

Fund Performance Dashboard

Roll-up MOIC, IRR, DPI by vintage with drill-through to sleeve attribution.

FinanceLiveInternal

DFDana Frost

1,540 uses

Updated May 2, 2026

performanceMOICIRR

Details

NAV Reconciliation Assistant

Align GP NAV packs to internal marks with exception buckets.

FinanceBetaConfidential

DFDana Frost

287 uses

Updated Apr 20, 2026

NAVreconciliation

Details

Distribution Notice Generator

Generate distribution notices from waterfall outputs with guardrails.

FinanceLiveConfidential

CPChris Patel

448 uses

Updated Apr 19, 2026

distributionnotice

Details

Capital Call Workflow

Route capital call notices through finance validation and IR send checklist.

FinanceLiveConfidential

CPChris Patel

903 uses

Updated Apr 18, 2026

capital callworkflow

Details

Waterfall Audit Trail

Reconstruct waterfall runs from inputs with checksum verification.

FinanceLiveConfidential

DFDana Frost

329 uses

Updated Apr 17, 2026

waterfallaudit

Details

Carry Waterfall Simulator

Model catch-up, clawback scenarios, and fee offsets with scenario compare.

FinanceLiveConfidential

CPChris Patel

412 uses

Updated Apr 5, 2026

carrywaterfall

Details

Fund Fee Benchmark

Benchmark management fee and carry terms vs peer cohort (anonymized).

FinanceBetaInternal

DFDana Frost

267 uses

Updated Mar 22, 2026

feesbenchmark

Details

Legacy Excel NAV Tool

Sunsetting spreadsheet macro bundle — use NAV Reconciliation Assistant.

FinanceDeprecatedInternal

DFDana Frost

12 uses

Updated Dec 1, 2025

legacysunset

Details

Finance apps

Tools owned and maintained by Finance. Launch links open in a new tab.

Fund Performance Dashboard

Roll-up MOIC, IRR, DPI by vintage with drill-through to sleeve attribution.

FinanceLiveInternal

DFDana Frost

1,540 uses

Updated May 2, 2026

performanceMOICIRR

Details

NAV Reconciliation Assistant

Align GP NAV packs to internal marks with exception buckets.

FinanceBetaConfidential

DFDana Frost

287 uses

Updated Apr 20, 2026

NAVreconciliation

Details

Distribution Notice Generator

Generate distribution notices from waterfall outputs with guardrails.

FinanceLiveConfidential

CPChris Patel

448 uses

Updated Apr 19, 2026

distributionnotice

Details

Capital Call Workflow

Route capital call notices through finance validation and IR send checklist.

FinanceLiveConfidential

CPChris Patel

903 uses

Updated Apr 18, 2026

capital callworkflow

Details

Waterfall Audit Trail

Reconstruct waterfall runs from inputs with checksum verification.

FinanceLiveConfidential

DFDana Frost

329 uses

Updated Apr 17, 2026

waterfallaudit

Details

Carry Waterfall Simulator

Model catch-up, clawback scenarios, and fee offsets with scenario compare.

FinanceLiveConfidential

CPChris Patel

412 uses

Updated Apr 5, 2026

carrywaterfall

Details

Fund Fee Benchmark

Benchmark management fee and carry terms vs peer cohort (anonymized).

FinanceBetaInternal

DFDana Frost

267 uses

Updated Mar 22, 2026

feesbenchmark

Details

Legacy Excel NAV Tool

Sunsetting spreadsheet macro bundle — use NAV Reconciliation Assistant.

FinanceDeprecatedInternal

DFDana Frost

12 uses

Updated Dec 1, 2025

legacysunset

Details

Finance apps

Tools owned and maintained by Finance. Launch links open in a new tab.

Fund Performance Dashboard

Roll-up MOIC, IRR, DPI by vintage with drill-through to sleeve attribution.

FinanceLiveInternal

DFDana Frost

1,540 uses

Updated May 2, 2026

performanceMOICIRR

Details

NAV Reconciliation Assistant

Align GP NAV packs to internal marks with exception buckets.

FinanceBetaConfidential

DFDana Frost

287 uses

Updated Apr 20, 2026

NAVreconciliation

Details

Distribution Notice Generator

Generate distribution notices from waterfall outputs with guardrails.

FinanceLiveConfidential

CPChris Patel

448 uses

Updated Apr 19, 2026

distributionnotice

Details

Capital Call Workflow

Route capital call notices through finance validation and IR send checklist.

FinanceLiveConfidential

CPChris Patel

903 uses

Updated Apr 18, 2026

capital callworkflow

Details

Waterfall Audit Trail

Reconstruct waterfall runs from inputs with checksum verification.

FinanceLiveConfidential

DFDana Frost

329 uses

Updated Apr 17, 2026

waterfallaudit

Details

Carry Waterfall Simulator

Model catch-up, clawback scenarios, and fee offsets with scenario compare.

FinanceLiveConfidential

CPChris Patel

412 uses

Updated Apr 5, 2026

carrywaterfall

Details

Fund Fee Benchmark

Benchmark management fee and carry terms vs peer cohort (anonymized).

FinanceBetaInternal

DFDana Frost

267 uses

Updated Mar 22, 2026

feesbenchmark

Details

Legacy Excel NAV Tool

Sunsetting spreadsheet macro bundle — use NAV Reconciliation Assistant.

FinanceDeprecatedInternal

DFDana Frost

12 uses

Updated Dec 1, 2025

legacysunset

Details

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