Deal & SPV Structuring

Structure any SPV deal with precision — from fee cascading to pro-rata allocation, every number is calculated automatically.

The Problem

Structuring an SPV deal involves dozens of interdependent variables. Entry fees, carry, SPV costs, layering — a single miscalculation cascades through every investor allocation.

The Solution

Stak lets you define every deal parameter once. Entry PPS, all-in PPS, fees, carry, and costs propagate automatically to every investment. Change a number and see every downstream value update instantly.

Key Capabilities

  • Deal types: Primary, Secondary, Hybrid
  • Status workflow: Draft → Open → Closing → Closed
  • Entry PPS and All-in PPS with automatic fee calculations
  • Entry fee configuration (2-5%) applied per investment
  • Carry fee structure (15-25%) with distribution waterfall
  • SPV cost allocation (pro-rata across all investors)
  • 1-tier and 2-tier SPV layering support
  • Multiple closing dates with per-tranche tracking

Data Collections

DealsSPVsFee StructuresClosing TranchesAllocations

See Deal Structuring in Action

See how deal structuring works with real data in our interactive demo.