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Private Credit Cashflow Modeler

Model floating-rate loans with real-world cashflows—draws, paydowns, PIK, and effective-dated changes.

Private CreditFloating RatePIKCashflows

Impact Highlights

Floating-rate

Engine

PIK + Cash-pay

Toggle logic

Date-accurate

Draws/paydowns

Export-ready

Schedules

Before vs After

Before

  • Static models that don't reflect real loan behavior
  • Manual tracking of base rates, spreads, floors, and caps
  • PIK capitalization handled inconsistently across deals
  • No clean way to model mid-period amendments

After

  • Floating-rate engine with base rate + spread logic
  • PIK toggle with capitalization and cash/PIK split
  • Draws/paydowns applied on dates with prorated accrual
  • As-of date mode for accrued interest and payoff
  • Exportable cashflow schedule for memos and reporting

Key Decisions

1

Built for cashflow correctness—the foundation of strong credit workflows

2

Designed to reduce friction and make loan economics explainable

3

Prioritized amendment support—mid-period changes are the norm, not the exception

What I'd do next (given more time)

  • Add covenant tracking overlay for integrated monitoring
  • Build multi-tranche support for complex structures
  • Include IRR and yield-to-maturity calculations