Solutions

Statements people can interrogate.

Multi-party money splits run on bespoke Excel — and the people on the other side of the split can’t verify any of it. Formualizer turns your model into live statements each counterparty can check, figure by figure, without you handing over the workbook.

Real Estate Syndication

LP distribution statements from your waterfall model. Pref, hurdles, promote — every dollar traces to your cells.

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Sponsors and syndicators running distributions through a bespoke Excel waterfall.

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PE & VC Funds

ILPA-format LP statements and carry schedules from the fund model you already trust — clawback math included.

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Emerging and mid-size fund managers, CFOs, and the fund administrators who serve them.

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Earnouts & JV True-Ups

One earnout model, two parties, zero disputes about whose spreadsheet is right. Both sides see the same true-up.

milestonesoffsetscapsaccelerators

M&A advisors structuring earnouts, and the buyers and sellers living with them post-close.

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More counterparty statements

The same engine, the same traceable statements — for recurring splits in other industries.

Franchise Royalty

Royalty and ad-fund statements your franchisees can verify — published straight from the Excel model you already trust.

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Franchisor finance teams (10–100+ units) computing royalties and ad-fund contributions in Excel.

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Oil & Gas Revenue Statements

Division-of-interest revenue statements royalty owners can trace — deductions included — from the distribution model you already run.

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Independent operators (pre-ERP scale) running revenue distribution in Excel.

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Your split isn’t in this list?

The pattern is the same wherever Excel is the system of record and external stakeholders dispute its outputs — royalty splits, revenue shares, incentive pools, settlement schedules. If that’s you, the vertical is a skin over the same engine.

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