What’s new?
All Waterfall customers now have the ability to easily review and access the formulas behind their waterfall calculations in Carta. 

As an example, Waterfall Formula Traceback allows you to fully explore the lineage of how proceeds are calculated within every single step in the waterfall.

Why it matters:

We know that checking the math is important, not just for you, but your auditors & lawyers. With this release our goal is to build a faster and more intuitive workflow so you can have full confidence in your calculations and communication with stakeholders.

What do I need to do?

This feature is automatically enabled for all existing waterfall customers. If you’d like to try our waterfall you can reach out to your account manager or schedule a demo here.