Digital CV & portfolio

Xuyi Wu

Fund Finance Analyst

Former Deloitte auditor and fund accountant. I combine audit rigour with financial modelling and Python to turn fund data into clear, decision-ready analysis.

  • ACA
  • CFA Level I passed
  • Ex-Deloitte Auditor
  • Ex-Fund Accountant
Download CV View case studies
Portrait of Xuyi Wu

About

What this site is for

I built this website to demonstrate my coding skills and share my finance and fund knowledge.

Web development

Python data analysis & presentation

Fund accounting & admin

Fund financial modelling

Fund financial analysis

Case studies

Two funds, two ways of looking at returns

A real estate fund viewed through performance and cashflow, and a leveraged buyout viewed through structure and exit.

Case 01

REIT — WXY Capital

Closed-end industrial and office fund. Performance, cashflow forecast and a Python model.

Read case Case 02

Private equity — WXY Corporation

LBO of a SaaS-led rewards business. Capital structure, returns, credit metrics and exit routes.

Read case

Case 01 · Real estate

REIT — WXY Capital

WXY Capital is a REIT fund focused on industrial warehouse and office investment. By Q2 25, the Fund had completed all capital calls and the purchase of three assets.

Fund typeClosed-end
Term2022 – 2027
Assets3 deployed
AUM£245.3M
Target IRR15%

Focus: Industrial • Warehouse • Logistics • Office

Fund performance

Absolute return
REIT asset class allocation
Net paid in capital vs TVPI
Fund versus benchmark

Explore the model

Full fund performance workbook, including cashflow forecast and waterfall.

Download workbook

Case 02 · Private equity

PE — WXY Corporation

WXY Corporation is a global leader in experience-based reward campaigns, powered by its proprietary SaaS platform COSMOS.

Investment thesis

The acquisition is underwritten at a maximum valuation of 10.0× LTM EBITDA, structured as a leveraged buyout. The model tests the investment under a range of operational and macroeconomic scenarios.

Capital structure

Model coverage

  • Capital structure
  • Investment returns
  • Credit metrics
  • Sensitivity analysis

Exit strategy analysis

Sale to private equity9–10×
45% likelihood
Sale to trade10–11×
45% likelihood
IPO11–12×
10% likelihood

LBO model outputs

Returns and credit-metric tables will appear here once the model is updated.

The full LBO model, including sensitivities.

Download LBO model

Fund accounting & admin

More on the way

Worked examples from the administration side of a fund are being added.

Waterfall calculation

Distribution tiers, hurdle and carry.

Coming soon

Capital call calculation

Investor allocations and drawdown notices.

Coming soon

More topics

NAV, reporting and reconciliations.

Planned

Let’s talk

Open to conversations about fund finance, fund accounting and analysis roles.

Email me LinkedIn CV