Run waterfalls right on the deal group structure chart
The deal group page has been redesigned so you can model a waterfall on the structure itself, instead of switching to a separate tool and matching results back by hand.
Enter an equity value and a date, run it on the whole deal group, and see who gets paid what on the map
Switch the map between legal and economic ownership
See dollars flowing between entities, plus a table of final holders and the path each one's proceeds take
View returns for each holder, including MOIC, IRR, amount invested and quantity
Explore a flow chart of where the equity value goes
Save, rename, reopen and duplicate past runs, and export the waterfall report with its supporting documents
This applies to investment firms using deal groups.
Have a use case you want to share? Tell us in the comments.