Tools for Sale: Oxstones Loan Portfolio Management System & Fund Waterfall Model


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An eternal optimist, Liu-Yue built two social enterprises to help make the world a better place. Liu-Yue co-founded Oxstones Investment Club a searchable content platform and business tools for knowledge sharing and financial education. also provides investors with direct access to U.S. commercial real estate opportunities and other alternative investments. In addition, Liu-Yue also co-founded Cute Brands a cause-oriented character brand management and brand licensing company that creates social awareness on global issues and societal challenges through character creations. Prior to his entrepreneurial endeavors, Liu-Yue worked as an Executive Associate at M&T Bank in the Structured Real Estate Finance Group where he worked with senior management on multiple bank-wide risk management projects. He also had a dual role as a commercial banker advising UHNWIs and family offices on investments, credit, and banking needs while focused on residential CRE, infrastructure development, and affordable housing projects. Prior to M&T, he held a number of positions in Latin American equities and bonds investment groups at SBC Warburg Dillon Read (Swiss Bank), OFFITBANK (the wealth management division of Wachovia Bank), and in small cap equities at Steinberg Priest Capital Management (family office). Liu-Yue has an MBA specializing in investment management and strategy from Georgetown University and a Bachelor of Science in Finance and Marketing from Stern School of Business at NYU. He also completed graduate studies in international management at the University of Oxford, Trinity College.

In our ‘TOOLS’ section we are also providing some proprietary tools for sale. 5% of our annual profits will be donated to financial education charities to help others learn to better manage their personal finances and prepare for retirement.

The Oxstones Loan Portfolio Management System and Water Fall Model are a custom built loan portfolio management system and a fund water fall model that is worth $5,000.  We are currently selling copies for only $300  – A Super Value. (over 90% discount and 5% donated to financial education charities.)

The model Includes:

An input screen to customize options and run scenarios for:

  • Varying Fund Sizes
  • Management Fees
  • Limited Partner and General Partner Contributions
  • Extensions Fees and Terms
  • Note Sales
  • Waterfall Breakdown

The output screen provides:

  • A Performance Management System
  • A Loan Tracking/Loan Management System
  • Investor Returns (IRR)

The Client Report Generator provides:

  • Monthly IRR
  • Quarterly IRR
  • Annual Performance Returns
  • Loan Tracking System

The Accounting System provides:

  • Asset Tracking with Principal and Interest breakdown
  • Cash Flow Tracking

For a limited time we are offering 100% money-back guarantees if you are not satisfied with the product.

Best Wishes,

Oxstones Management Team

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