AgentSkillsCN

waterfall-calculator

依据 LPA 条款,计算收益分配阶梯、carry 收益与 clawback 追缴机制。

SKILL.md
--- frontmatter
name: waterfall-calculator
description: Calculates distribution waterfalls per LPA terms, carry, clawback
allowed-tools:
  - Read
  - Write
  - Glob
  - Grep
  - Bash
  - WebFetch
metadata:
  specialization: venture-capital
  domain: business
  skill-id: vc-skill-025

Waterfall Calculator

Overview

The Waterfall Calculator skill calculates distribution waterfalls according to Limited Partnership Agreement (LPA) terms. It models carried interest, clawback provisions, and LP/GP distributions across various waterfall structures common in venture capital.

Capabilities

Waterfall Structure Modeling

  • Support American (deal-by-deal) waterfalls
  • Support European (whole-fund) waterfalls
  • Handle hybrid waterfall structures
  • Model fund-of-funds structures

Carried Interest Calculation

  • Calculate GP carry based on LPA terms
  • Model catch-up provisions
  • Handle tiered carry structures
  • Track crystallized vs. unrealized carry

Clawback Modeling

  • Calculate potential clawback obligations
  • Model true-up scenarios
  • Track escrow requirements
  • Project final settlement amounts

Distribution Modeling

  • Calculate LP and GP distributions
  • Model management fee offsets
  • Handle recycling provisions
  • Track return of capital vs. profits

Usage

Calculate Waterfall

code
Input: Fund terms, realized/unrealized values
Process: Apply waterfall mechanics
Output: Distribution allocation, carry calculation

Model Distribution Scenario

code
Input: Exit scenario, fund status
Process: Calculate pro forma distributions
Output: LP/GP split, carry amount

Calculate Clawback Exposure

code
Input: Fund history, projected outcomes
Process: Model potential clawback
Output: Clawback exposure, escrow adequacy

Project Final Settlement

code
Input: Portfolio status, exit projections
Process: Model fund conclusion scenarios
Output: Projected final distributions

Waterfall Components

ComponentDescription
Return of CapitalLPs receive contributed capital first
Preferred ReturnLPs receive hurdle (typically 8%)
GP Catch-upGP catches up to carry percentage
Carried Interest80/20 split (typically) on remaining

Integration Points

  • Distribution Waterfall Calculation Process: Core skill
  • Cap Table Modeler (Agent): Connect to ownership data
  • K1 Generator: Feed into tax reporting
  • Fund Accountant (Agent): Support accounting work

Waterfall Types

TypeCarry Calculation Basis
AmericanDeal-by-deal, immediate carry
EuropeanWhole fund, after capital return
HybridCombination with clawback

Best Practices

  1. Model precisely per LPA terms
  2. Track management fee offsets
  3. Maintain accurate capital account balances
  4. Model clawback sensitivity
  5. Reconcile with fund administrator