What it is
VC firms can now run portfolio company waterfalls with Carta's Investors Plugin. View the cap table as of the waterfall date, pull proceeds by stakeholder or share class (with return multiple and IRR), and build a breakpoints table.
Why it matters
For VC fund managers modeling exits, the waterfall skills run scenarios against live Carta cap table data so you can see exactly how an exit will affect your portfolio.
How it works
Waterfalls require cap table access for companies on Carta. Results reflect your access level, so you can run analysis for any portfolio company your access covers.
Author: Patricia De Vargas
