Deal-by-deal waterfall & promote calculation software
Deal-by-deal waterfall software computes each offering's distribution split — preferred return, return of capital, and sponsor promote — per the deal's specific terms, and generates the investor notices and statements directly from that calculation. distroW° by InvestorPortaLPro means every deal's waterfall is correct, transparent, and reconciled by construction.1
What we offer
Every deal, its own waterfall, computed correctly
Unlike a fund with one waterfall applied across many investments, a syndicator's every deal can carry different terms. A calculation engine per deal — not a shared spreadsheet template — is what keeps that complexity error-free.
Per-deal terms
Preferred return, promote structure, and splits configured to each offering's actual agreement.
Computed distributions
Investor payouts derive directly from the waterfall run — no side math.
Transparent to investors
Each investor sees their own tier breakdown — the calculation, not just the result.
Waterfall features
From terms to transparent distribution
Different deals can carry different promote structures simultaneously — the platform handles the variation without separate systems per deal type.
Distribution notices generate directly from the waterfall calculation, so what's paid and what's reported can never diverge.
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Configurable tiers
Preferred return, catch-up, and promote splits per deal's actual terms.
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Batch distribution runs
Every investor's payout in a deal computed and delivered together.
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Statement generation
Distribution notices and statements from the same calculation.
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Investor-level transparency
Each participant's tier breakdown visible on their statement.
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Deal-by-deal history
Every distribution's calculation preserved and retrievable.
Bespoke investment software
Never explain a promote calculation by hand again
When the waterfall computes the distribution and generates the statement in the same motion, the math is never the thing standing between you and a closed deal.3
See it in action
A look inside the platform
Real screens from the platform behind distroW° — relationship pipelines, engagement analytics, controls, and reporting. Explore the full interactive demo →
Why IPP
Why choose a boutique investor software firm?
There are many reasons to choose InvestorPortaLPro. We are affordable yet sophisticated, 100% dedicated to investor portals and IR software, and we spend most of our revenue on research and development to build a better platform for our customers and their investors.
Our vision & dreams
“We shall build good software here, at a profit if we can, at a loss if we must, but always good software.” InvestorPortaLPro aims to be the most user-friendly, affordable, and modern investor platform on the market for firms of all sizes — including public companies, private companies, private equity, real estate, banks, wealth managers, and asset servicers.
Our people, ethics, and experience
100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straightforward, and down-to-earth team in the space. We are also hiring — contact us about joining our team of investment software professionals.
100% customer success & retention
Every implementation we have done is unique, and all have been success stories for our clients.4 Our organization is founded on the simple belief that we are successful when our clients are completely happy. We offer flexible pricing, financing options, and certain guarantees in our contracts — for your success and ours.
R&D commitment
IPP develops technically advanced investor software designed to be useful and user-friendly. Host it yourself (on premises) or with any provider such as Azure or Amazon AWS — IPP is built on open source software with full source-code access, and a large majority of our budget goes to research and development.
Common questions
Deal-by-Deal Waterfalls, answered
Questions we hear most from independent sponsors and deal syndicators. For the complete reference, visit the investor portal software knowledge base.
What is deal-by-deal waterfall software?
Software that computes each offering's distribution split — preferred return, return of capital, sponsor promote — per that deal's specific terms, and generates investor distribution notices directly from the calculation.
How does it handle deals with different terms?
Each deal's tiers — preferred return rate, catch-up structure, promote split — configure independently, so a sponsor running multiple deal structures simultaneously doesn't need separate systems.
Can investors see how their distribution was calculated?
Yes — each investor's statement includes their tier breakdown, turning the promote calculation into something they can verify rather than take on faith.
Does this replace legal drafting of waterfall terms?
No — your operating agreement defines the terms; this platform configures and computes against those terms consistently every distribution.
How does it prevent distribution errors?
Notices and statements generate directly from the waterfall calculation itself — there's no separate manual step where paid and reported figures could diverge.
Can it handle a mix of deal structures across an active pipeline?
Yes — every active deal runs its own configured waterfall simultaneously on one platform.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss deal-by-deal waterfalls for your firm?
100% satisfaction
We have never lost a client.4 We take the time to listen to your needs before selling you software. We appreciate your time and look forward to speaking with you about potentially partnering with us. We value your privacy and will never sell or provide your information to third parties.
Share your goals
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Our team will reply within one business day. Prefer to talk sooner? Schedule a demo or call NY: +1-212-658-0862.
Notes
- distroW° is a trademark of InvestorPortaLPro; capabilities described on this page reflect the InvestorPortaLPro platform. ↩
- Secure delivery, e-signature, tracking, and retention features support your regulatory workflows; they do not constitute legal or compliance advice, and filing obligations remain with the issuer and its counsel.
- SOC 2 Type II controls operate as part of IPP's security program; certain certifications and assurances (including SEC Rule 17a-4(f) compliant storage) are provided through hosting partners. Current audit documentation is shared under NDA during vendor due diligence. ↩
- Client retention figure reflects InvestorPortaLPro's client history since founding in 2016. ↩
- Pricing is published at investorportalpro.com/investor-portal-pricing.html and is subject to change; enterprise and bespoke engagements are quoted individually.
- Implementation timelines vary with data migration scope, integrations, and branding requirements.