Wealth Management Dashboard Overview

Hello,

I am looking for a skilled excel modelling expert that can create a Private Equity wealth manager dashboard overview. I would like to be able to see cash levels when committing to a private equity funds with a 10 year investment horizon and with drawdown time frame of around 2-3 years. Showing cash levels in a dashboard overview when committing to a new funds and what the levels are once drawing down, also showing when there is a sale of a company on a graph format to see what the total value is of the portfolio and all this in combination with other asset classes.

I have attached a simple excel sheet showing a couple ideas, but I would like to have a more sophisticated overview with more charts and graphs.

Please let me know if you have experience in modelling such a sheet.

Kind regards,
Philip