carta-waterfall-scenarios

This Skill calculates liquidation payouts by retrieving pre-built Carta waterfall scenario data to present per-holder cost basis, payout, and return multiples across modeled exit valuations. It automatically accounts for liquidation preferences and share class rights.

A waterfall scenario models how exit distributions shift across stakeholders as valuation changes, showing when common shareholders start seeing returns. You need it during exit planning to compare payouts at different valuations and identify underwater holders with return multiples below 1.0x.

Yes, you can compare payouts across multiple exit scenarios to highlight how distribution shifts occur as valuation changes. The Skill flags large gaps between preferred and common payouts and identifies scenarios with unexpected distribution shifts.

Yes, you need a pre-built Carta exit scenario model. The Skill fetches completed waterfall scenario data from Carta to present per-holder payout, cost basis, share count, and return multiples at specific exit values.

The Skill automatically flags underwater holders whose return multiple is less than 1.0x. This highlights which investors or common shareholders receive less than their cost basis at lower exit valuation levels.