Waterfall Modeling Software: Fast & Accurate Models
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.
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Demo
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.