Waterfalls

  • Waterfalls 101 - Getting Started
    The IMS Waterfall module provides a rule-based engine that allows Real Estate Sponsors to calculate distribution amounts due to investors.  The system allows the use to set multiple rules sets at an Entity level, and then combine them into a Proje...
  • Waterfalls 102 - Adding Rules
    You will now be prompted to add your first rule that is applicable to this Waterfall.  Name your rule, and if desired add your Operating Agreement Section description.  Then select the template, that best describes the calculation you need to perf...
  • Waterfalls 201 - Project Level Waterfalls
    Before building a Project Level Waterfall, you will want to ensure the following: All entities that you want to tie into the Project Level Waterfall have an entity level Waterfall created. You will want to ensure that this Entity level ruleset ha...
  • Waterfalls 202 – Template Explanation and Rules Calculations
      The IMS Waterfall Module provides a powerful tool for users to apply simple to complex calculations found in Private Equity transactions in a consistent manner without worrying about burdensome Excel files that can add risk to your organization ...