Distribution Waterfalls

Designed for Efficiency and Repeatable Accuracy

IMS automates your workflows and allows you to keep your investment data in a single view. Eliminate Excel-based risk and time-consuming manual processes with the only platform built to calculate waterfalls and process distributions in minutes.

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Integrated Waterfall

IMS has the only fully integrated solution that enables Sponsors to stop using Excel and other manual processes.

Waterfall Calculator

The calculator allows you to enter all associated rules from an Operating Agreement and will reference historical investment and distribution data.

Distribution Workflow

Automate workflows and ensure accurate distribution calculations. Receive notifications for workflow updates. Export NACHA files for easy distribution payments.

Waterfall Audit

The IMS Waterfall Audit will help troubleshoot any discrepancies and can be used to compare with your old spreadsheets.

Investor Dashboards

Your investors will have their own secure dashboards with historic distribution performance positions and new investment opportunities.

Waterfall Scenerios
  • Preferred Return
  • Pro Rata
  • IRR
  • Splits
  • Splits With Hurdles
  • Equity Multiples 
  • Withholding Fees
  • Return of Capital

Don‘t take our word for it. Hear it from our customers. Learn what it is really like to be an IMS customer.

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“We work with 100+ high net worth individuals and distribute to them on a quarterly basis. Before IMS, I was doing waterfall calculations manually for multiple projects using a complex Excel file made up of more than 100 individual spreadsheets. Every quarter, I would spend a week just calculating distributions. Now, through IMS, calculations are done pretty much automatically.”

Ido Blatt - Principal - Sun Holdings Group

“Prior to IMS, I was doing everything by hand. Now that we are using the IMS Platform for waterfalls, I simply type in how much I want to distribute, click a button, and it’s pretty much done.”

Emilee Meyers - Director of Finance & Operations - Barratt Asset Management

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