PE Accounting

#	Technical Article Title By Category	Author(s)	Contributor
LP Carry/Fee Validation
1	Trust but verify: Case studies of fee validation in practice	Paul O’Shea, Richard Stratford and Chris Chung	Colmore
Carry/Waterfall Calculation Software Platforms
2	Waterfall Automation with Anaplan: Enhancing Transparency & Connected Modelling with an Enterprise Grade Solution	Jonathan Balkin and Santiago Gruter	Lionpoint Group
3	Five Myths about Carry Calculations and its Finesse	Istvan Lajtai	qashqade AG
Carry/Waterfall Modelling
4	How to Design Great Waterfall Models: 11 tips and clever Excel tricks that will make your model ironclad and help inspire confidence in your LPs	By Mariya Stefanova	PEAI
5	GP Waterfall Model Certification: Quantifying the Quality of a Model with the PEAI Scoring System	By Mariya Stefanova	PEAI
Carry Allocation & Carry Plans
6	Carried Interest Participant Allocation Plans: The Current State of the Market and Controls for Managing Carried Interest Data	By Ryan Burger	PFA Solutions

PEAI Publications