Automated Waterfall Calculations with Intuitive Setup
Set up waterfall structures in minutes and let the system handle all future calculations with complete investor transparency.
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Single Source of Truth vs.
Multiple File Versions
Multiple File Versions
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Automated Scenario Modeling
in Minutes
in Minutes
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Zero Calculation Errors with
Automated Calculations
Automated Calculations
Configure Any Waterfall Structure in
Minutes
Build waterfall structures with step-by-step guidance and analyze projections across any date range for unlimited investor classes.
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Multi-Tier Waterfall Setup with Unlimited Classes
Build preferred return, return of capital, and profit splits for unlimited investor classes with flexible compound interest and day count methods for exact calculations.
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Complex Partnership Structure Support
Handle JV structures, multiple sponsors, co-GPs, and profit-sharing deals using step-by-step setup.
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Flexible Date Range Analysis
Run waterfall calculations for any time period with historical performance analysis and forward-looking projections.
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Eliminate Errors and Build Your Single
Source of Truth
Automated calculations and centralized records that replace spreadsheet mistakes with professional documentation.
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Error-Free Distribution Processing
Rule-based calculations stop spreadsheet errors while providing automatic & instant distribution processing.
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Centralized Records with Multiple Views
Keep complete calculation history and audit trails while generating reports by tier level, investor level, class level, or deal level.
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Export Reports for Easy Collaboration
Generate detailed reports for CPAs, attorneys, and auditors with full calculation breakdowns and partnership agreement documentation.
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Give Investors Waterfall Clarity Through Automated Reporting
Self-service options for transparency and automatic reporting that keeps investors informed while reducing your workload.
Automatic Investor Reports
Waterfall calculations flow directly into investor statements and distribution notices without any additional data entry.
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Self-Service Investor Dashboard Access
Investors access their accrued preferred returns, investment balances, and complete distribution history anytime.
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Stand Out from the Competition
Custom waterfall reports and investor communications that make your firm stand out from competitors using spreadsheets.
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HEAR FROM OUR CUSTOMERS
“SponsorCloud allows us to operate seamlessly, bringing everything we need to run our business at our fingertips.”
The platform’s CRM system enhances investor engagement, Waterfall Calculations module simplifies complex distribution structures, eliminating manual calculations and errors, and the Email Module centralizes investor communications, enabling automated outreach and allowing us to focus on high-value interactions.
Noah Jacobson
Managing Principal,
Brew City Capital Group
Brew City Capital Group
Got Questions?
We’ve Got Answers
How long does it take to set up a waterfall calculation?
Most waterfall structures can be configured in under 30 minutes using our guided setup. Complex multi-tier structures with multiple investor classes typically take 1-2 hours. Once set up, all future distributions are calculated automatically.
How technical do I need to be to set this up?
No technical expertise required. Our Customer Success team provides hands-on setup assistance, and the interface uses plain terms like "preferred return rate" and "profit split percentage" rather than technical jargon for a clean user interface.
Can I handle JV structures with multiple sponsors or profit-sharing partners?
Yes, you can model complex partnership structures including co-GPs, JV partners, and profit-sharing agreements. Set up override allocations, carried interest splits, and custom distribution waterfalls that account for multiple sponsor relationships within a single deal.
What if my waterfall structure changes mid-fund?
You can modify waterfall parameters at any time - whether it's adjusting preferred return rates, changing profit splits, or adding new investor classes. The system maintains complete historical records of all changes for audit purposes.
Can I still use my existing CPA for tax preparation?
Yes, waterfall calculations integrate seamlessly with tax reporting. You can export all distribution data, investor allocations, and calculation details in formats your CPA needs for K-1 preparation and partnership returns.
Ready To Turn Your Waterfall Calculations Into Professional Automated Processing?
Experience our demo and learn how SponsorCloud will enhance every aspect of your business
Get in Touch With Us Today!
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