Waterfall Modeling
Waterfalls tailored to any agreement
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
Pull data with minimal effort
Optimize your valuations
Related resources
- Article
Waterfall analysis
Learn the ins and outs of simple to complex waterfall modeling.
- Article
Starting a PE Firm
Access a complete guide to defining your investment strategy.
- Data
Ownership trends in PE
Take a look at the shift towards employee ownership in private equity.
- Collections
Carta Classroom
Discover resources for private equity teams—from analysts to CFOs.
FAQs
You have questions, we have resources and answers.
Yes, Carta offers a PE overview dashboard that can easily see all portco cap tables and waterfalls in one place. This customized, connected tool is designed for private equity firms and integrates directly with their portfolio companies’ cap tables.
Carta’s waterfall modeling tool is best used to simulate the payouts that each shareholder would receive upon an acquisition of the company, but it can also be used as an estimate of potential payouts in the event of an IPO.
Carta’s team will encode the modeling engine with your unique distribution rules outlined in your operating agreement so you can run even the most complex waterfall model.
Yes, you can review the distribution rules in Carta to ensure they have been encoded correctly. You can also verify each individual number and export the model to Excel to compare it to external calculations.
Waterfalls that fit your fund’s flow
![[Reusable Media] | Private Equity | Banner Option 1](/_next/image/?url=https%3A%2F%2Fimages.ctfassets.net%2Fy88td1zx1ufe%2F6VsRWew9zMcPrngfkY4Icm%2F0e4523f9d6e74f8f58174cd4f9425da2%2FBanner_-_PE_solutions.png&w=3840&q=75)