Waterfall Modeling

Waterfalls tailored to any agreement

Get advanced waterfalls that are easy to run—and just as easy to verify—in seconds, not hours.

Waterfall modeling without the headaches

• Run complex models
  Use a bespoke engine, tailored to your operating agreement.

• Reduce manual updates
  Streamline workflows with unified cap tables, waterfalls, and distributions.

• Audit every calculation
  Access the formulas behind any model to easily verify every number.

See modeling in action

Discover how to run any waterfall, from simple to complex, in a few clicks.

Your waterfall starts with your cap table—bring your fund under one platform.

Customized. Automated. Done.

Effortlessly create audit-ready models to save you (and your LPs) time.

Model any operating agreement

Transform your distribution rules into a custom-coded modeling engine with the flexibility to use any rule set tailored to your PortCos and allocation methods.

Pull data with minimal effort

Maintain strong LP relationships and show employees the true value of their equity by easily generating exportable summaries—no complex math or manual entry required.

Optimize your valuations

Reduce operational burden by simplifying and automating quarterly reporting with a direct Excel add-in that integrates your waterfall with any external valuation model.

FAQs

You have questions, we have resources and answers.

Does Carta offer support for Private Equity firms?

What is waterfall modeling used for?

How does implementation work?

Can I verify if the waterfall model is set up correctly?

Do I need to be on Carta to run waterfall models?

Waterfalls that fit your fund’s flow

Get advanced waterfalls that are easy to run—and just as easy to verify—in seconds, not hours.