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.


demo-deal-group-page-v2.mp4