Paid calculator
Rebalancing & Equalization Calculator
Model investor rebalancing and equalization interest when new investors join a fund at a second close — capital calls, returns and reconciliation, investor by investor.
- Full calculator with detailed workings and CSV export.
- Unlocks straight away after payment, on any device you log in from.
- Or take the All Calculators Pass for every paid calculator, including new ones as they are added.
Learn the mechanics
Equalization and rebalancing, taught end to end.
This calculator mirrors one module of the Private Equity Fund Accounting program. Work through waterfall, carried interest, NAV packs and the full fund lifecycle with Sami Owais.