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</tbody></body>I am trying to create a formula that I can insert into the 'Start Period' of each Investment and drag to populate % changes (following rules and duration). Which function would best help me accomplish this? (See Below) ---<o></o>
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3) Using the "Starts" Table, calculate total fees for each project, fee amounts generated each period per project, and total fees. | | | ||||||||
Assumptions: The fee is 3.5% on Total Capitalization. 25% of the fee is collected in the first period, 10% in | ||||||||||
the final period, and the remainder in a straight-line amount over the duration of the project. | ||||||||||
STARTS (Total Capitalization per Initial Period) | | | | ASSUMPTIONS | | | ||||
Investment | Duration | Total Capitalization | Start Period | | % of Fees in First Period | 25.0% | ||||
Investment 1 | 3 Periods | $21,499 | Period 2 | | % of Fees in Last Period | 10.0% | ||||
Investment 2 | 5 Periods | $27,833 | Period 1 | | Fee Rate | | 3.50% | |||
Investment 3 | 4 Periods | $23,494 | Period 2 | | ||||||
Investment 4 | 2 Periods | $35,585 | Period 4 | | ||||||
Investment 5 | 2 Periods | $35,534 | Period 5 | | ||||||
Total | | $143,945 | | | ||||||
FEES PER PERIOD | | | | | | | | | ||
Investment | Duration | Total Fees per Project | Period 1 | Period 2 | Period 3 | Period 4 | Period 5 | Period 6 | Period 7 | |
Investment 1 | 3 Periods | $0 | | | | | | | | |
Investment 2 | 5 Periods | $0 | | | | | | | | |
Investment 3 | 4 Periods | $0 | | | | | | | | |
Investment 4 | 2 Periods | $0 | | | | | | | | |
Investment 5 | 2 Periods | $0 | | | | | | | | |
Total Fees | | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
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Using the "Starts" Table, calculate total fees for each project, fee amounts generated each period per project, and total fees. | | | ||||||||
Assumptions: The fee is 3.5% on Total Capitalization. 25% of the fee is collected in the first period, 10% in | ||||||||||
the final period, and the remainder in a straight-line amount over the duration of the project. | ||||||||||
STARTS (Total Capitalization per Initial Period) | | | | ASSUMPTIONS | | | ||||
Investment | Duration | Total Capitalization | Start Period | | % of Fees in First Period | 25.0% | ||||
Investment 1 | 3 Periods | $21,499 | Period 2 | | % of Fees in Last Period | 10.0% | ||||
Investment 2 | 5 Periods | $27,833 | Period 1 | | Fee Rate | | 3.50% | |||
Investment 3 | 4 Periods | $23,494 | Period 2 | | ||||||
Investment 4 | 2 Periods | $35,585 | Period 4 | | ||||||
Investment 5 | 2 Periods | $35,534 | Period 5 | | ||||||
Total | | $143,945 | | | ||||||
FEES PER PERIOD | | | | | | | | | ||
Investment | Duration | Total Fees per Project | Period 1 | Period 2 | Period 3 | Period 4 | Period 5 | Period 6 | Period 7 | |
Investment 1 | 3 Periods | $0 | | | | | | | | |
Investment 2 | 5 Periods | $0 | | | | | | | | |
Investment 3 | 4 Periods | $0 | | | | | | | | |
Investment 4 | 2 Periods | $0 | | | | | | | | |
Investment 5 | 2 Periods | $0 | | | | | | | | |
Total Fees | | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
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