Waterfall Modeling
Waterfall models, done in seconds
Bespoke. Automated. Done.
Insights at the push of a button, for private equity firms and the companies they support.
Customized
Run even the most complex models, using a bespoke engine that’s tailored to your unique distribution rules.
Connected
Discover the speed of an interconnected modeling system that syncs with your cap table automatically, at all times.
Transparent
Deliver waterfalls your whole team can trust, with proceed summaries and distribution rules that are fully transparent.
Waterfall on demand, without working late
Reclaim countless hours of modeling time, so you can focus on your core business. Take a video tour
Transform your distribution rules into a custom-coded modeling engine, so you can generate accurate waterfalls in a single click.
With exportable summaries, inform employees and investors about how much their equity is worth — with no need for complex calculations.
With a direct add-in for Excel, easily integrate your Carta waterfall model with any external valuation model.
Frequently Asked Questions
How does implementation work?
Carta’s experts 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 on Carta.
Can I verify if the waterfall model is set up correctly?
Yes, you can review the distribution rules in Carta to ensure they have been encoded correctly. You can also export the model to Excel to compare it to external calculations.
Do I need to be on Carta to run waterfall models?
Yes, your cap table needs to be on the Carta platform before you can run a waterfall model because your most up-to-date cap table is essential for the analysis.