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What if I told you Distribution Waterfalls didn't need to be calculated in Excel?

Brought to you by popular demand, we will show you how some of the leaders in private equity real estate are automating their waterfall calculations.

Watch the On-Demand Webinar Now

Our discussion highlights

  • Jason Kelley, CFO of Investor Management Services, joined us to discuss his background and why IMS decided to build a software solution for distribution waterfalls. 
  • Issues commonly encountered when running waterfalls in spreadsheets
  • Common Waterfall Scenerios and how IMS can help. 
    • IRR
    • Equity Multiple
    • Preferred Return
    • Return of Capital 
    • Promotes
    • Day count convention (actual/365, 30/360, etc.)
  • Additional Items:
    • Org charts, templates, easy rule creation, auditability, etc. 

Watch theWebinar Now!



Matt Lexow-Gray
Customer Success Director
Investor Management Services

Jason Kelley Square-810094-edited

Jason Kelley
Chief Financial Officer
Investor Management Services