Waterfall modeling enhancements
You can now include any option grants in the waterfall and customize vesting conditions.
Easily model future scenarios with more options for waterfall modeling
When running a waterfall, Rights and Preferences now include option grants so that they can participate in the waterfall and you can determine their payout. Option grants participate in the waterfall based on their strike price or per unit threshold value.
Additionally, you can now set the exit date when running a waterfall and choose a vesting treatment to either include all interests fully vested or only vested quantities as of exit date. Setting an exit date in the future and choosing the vesting treatment allows you to more accurately model future scenarios.
You can find these enhancements under the Valuations tab > Exit modeling. For more information, visit our support site.