THE EVERGREEN FUND HANDBOOK - COMPANION FILES
julianrsterling.com/evergreen

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Revised 22 September 2026.

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WHAT IS IN THE ARCHIVE

1. The book's workbook, corrected
   Evergreen_vs_Drawdown.xlsx       Chapter 20 and Appendix K
   00_START_HERE.md                 what changed is at the end

2. Blank_Model_Set/  (new)
   Evergreen_vs_Drawdown_Blank.xlsx
   The same model with every input emptied, for your own fund and your own
   comparator. The checks sheet counts what is still missing and tests what holds
   for any inputs. The book's figures are in book_inputs.txt.

3. Working_Documents.pdf  (new)
   Eleven printable pages: the product design decision sheet, the liquidity plan,
   the sleeve with the facility rules, the liquidity stress test, the monthly
   dashboard, valuation governance, the redemption runbook, the investor letter
   when the cap binds, the allocation record, the operational due diligence
   question set, and fair treatment and total cost for the board. A4, fits Letter.

4. Forty_Questions.xlsx  (new)
   Forty questions across the book, marked by the file as you type.

5. Cases/  (new)
   Case_1_The_Same_Asset.xlsx                       Chapter 20, Appendix K
   Case_2_The_Quarter_That_Does_Not_Add_Up.xlsx     Chapter 22
   Case_3_Four_Quarters_At_The_Cap.xlsx             Chapters 4, 6, 11, Appendix B
   Each case: the note on the first sheet, the model after it, checks at the end.

The files open in Excel, LibreOffice Calc, Google Sheets and Numbers. No macros.
