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Event Details

September Client Training: Waterfall Obligations - Demystifying Your Waterfall

Wednesday September 8th at 11am EST

Today's waterfalls are getting increasingly complex.  Learn how to ditch that unwieldy carry spreadsheet by modeling your waterfall in Relevant EquityWorks.  In this training session, we will review the following:

• Handling different types of waterfalls (e.g., "whole fund", take down and deal by deal)
• Gaining clarity into the payoffs you need to make before carry becomes available
• Understanding the true holding cost of your portfolio company investments (hint, it's not 8%)