LP Tools/Fund Size Step-Up Calculator

Quick LP Calculator

Fund Size Step-Up Calculator

See how aggressively a manager is increasing—or reducing—the size of the next fund.

How large is the step-up from a $400m prior fund to a $650m proposed fund?

Results

Fund scaling at a glance

Illustrative estimate based on the assumptions shown.

Fund size change

How it is calculated

Fund size change = (new fund size − previous fund size) ÷ previous fund size

Use comparable definitions, such as final closes or consistently stated targets.

What this tells you

Read the result in context

A large fund-size step-up can change check sizes, ownership targets, portfolio construction and the opportunity set. The number is a diligence prompt, not a judgment by itself.

Frequently asked questions

What is a fund size step-up?

The percentage increase or decrease from one fund size to the next.

Can the result be negative?

Yes. A smaller new fund produces a negative change and is labeled as a reduction.

Should targets and final closes be compared?

Use the most comparable figures available. Mixing a prior final close with a new aspirational hard cap can overstate actual growth.

For educational and illustrative purposes only. This tool is not investment, legal, tax or accounting advice. Review actual fund documents and cash flows before making decisions.