Origination / Compensation
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Origination economics

Annualised steady-state illustration

Inputs

40%100%
0100
Commission structure
10%35%

Partner benefits

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Value transferred to Company in the website delivery year. Edit the amount in modelling assumptions.
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Annual benefit to the Partner and cash cost for Company. Retainer is unchanged.
CHF 0CHF 10,000 / year
Partner total value
Company total value

How the advisory fees are shared

Annual economic value

Partner total
Company totalAfter Partner compensation and expenses
How this is calculated

Calculation details
Partner cash compensation
Monthly cash equivalent
Company retained cash
Website value transferred to Company
Annual retainer
Gross earned commission
Less retainer offset
Additional commission payable
Travel reimbursement, separate from income
Company car, annual benefit / cost
Expected completed mandates
Average collected advisory fee
Company retained cash share
Partner total: cash + car - website
Company total: retained cash + website
Economic value over time

Partner and Company over time

12 months60 months
1 month36 months
Partner cash received
Company retained cash
Partner cash receivedCompany retained cash
Projection assumptions

Starts with no existing pipeline. Mandates are originated evenly throughout each year, using the current scenario's deal count and closing rate. The first monthly cohort closes in the selected month; each later cohort follows one month later. Fees and commission are paid at closing. Fractional deals represent an average forecast.

Retainer, travel and car costs start in month 1 and are spread evenly. Progressive tiers and retainer offsets reset every 12 months. The annual offset is recovered from the first earned commissions, without personal repayment.

Cash received includes travel reimbursement. Economic value excludes travel from Partner earnings, adds the car benefit and transfers website value once in month 1. Negative Company values show funding required. Forecast controls apply to this page.

Monthly breakdown
MonthFees collectedPartner cashCompany cashPartner economic valueCompany economic value

Economic value for both parties

Economic value across deal volumes

Partner net package valueCompany total economic value
How this is calculated

Calculation details

Modelling assumptions

Shared across all scenarios.

Volume and fees

CHF
%

Package values

CHF
CHF
CHF

Travel

CHF/km