Private Equity

This is multi entity waterfall for private equity, part of portfolio evaluations in Carta's ERP for private capital. Tracking multi entity ownership and running waterfall against it has been a time consuming part of the valuations process for PE firms. On Carta, look through ownership calculations are automatically generated within your cap table view. Click through ownership percentages to explore the complete ownership chain that highlights layers between the entities on the operating company and the underneath investment entities.

You can run a multi entity waterfall for any equity value in seconds. We'll show you the proceeds at the fund level, and you can track how the proceeds break down through the entire org structure based on the look through ownership. This gives CFOs and fund accountants a complete view of how current valuations translate into stakeholder positions from portfolio companies through to LPs and GPs. Only Carta Connected ERP links your multi entity waterfall directly to your cap table, eliminating the need for manual reconciliation and modeling.