Distribution waterfall automation for PE, VC, and alternative funds
Waterfall automation software computes and executes distribution waterfalls — preferred returns, catch-ups, carried interest splits, and clawbacks — directly from fund data, replacing the spreadsheet models where errors hide. distroW° by InvestorPortaLPro automates waterfalls from performance to payment™: fully automated, correct, and secure.1
What we offer
Waterfalls, distributions, capital calls — fully automated
Every distribution run through Excel is a bet that this quarter's model edits didn't break last quarter's logic. distroW° makes the calculation an engine, not a spreadsheet: reduce distribution time from days to minutes and eliminate the errors.
Any waterfall structure
American and European waterfalls, preferred returns, catch-ups, tiered carry, side-letter terms, and clawbacks — modeled once, executed every period.
Days to minutes
Reduce distribution time from days to minutes: calculations, statements, and notices generate in one run.
Correct and provable
Full calculation transparency at every tier — auditors trace each investor's split to the terms and the cash flows.
distroW° features
Headless or integrated — automation on your terms
distroW° runs as an integrated part of the InvestorPortaLPro platform or headless against your existing stack — the engine computes, your systems consume.
Generate dynamic statements and delta reports immediately, and grow your investor base without additional cost: the run takes the same minutes at 40 LPs or 400.
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Tier engine
Model preferred return, catch-up, carry tiers, and clawback once per fund; every period executes the same proven logic.
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Statements & deltas
Per-investor distribution statements and delta reports generate immediately from the run.
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Headless option
Use distroW° as a calculation service behind your existing portal or admin stack via API.
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Calculation transparency
Every figure traceable through the tiers to terms and cash flows — audit-ready by construction.
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Calls & payments too
Capital calls and payment instructions run through the same automated, tracked pipeline.
Bespoke investment software
How much time and treasure is your waterfall costing?
Eliminate accounting software gymnastics, Excel models, and errors: automate distributions from performance to payment™ and give your team the quarter back.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
Waterfall Automation, answered
Questions we hear most from private equity and venture capital firms. For the complete reference, visit the investor portal software knowledge base.
What is waterfall automation software?
It is software that computes and executes distribution waterfalls — preferred returns, catch-ups, carried interest tiers, and clawbacks — directly from fund terms and cash flows, generating per-investor statements and payment outputs, in place of hand-maintained spreadsheet models.
Which waterfall structures does distroW° support?
American (deal-by-deal) and European (whole-fund) structures, preferred returns, GP catch-ups, multi-tier carry, side-letter variations, and clawback provisions — modeled once per fund and executed identically every period.
How much faster is an automated distribution?
Runs that took days of spreadsheet work close in minutes: calculation, per-investor statements, delta reports, and notices generate together, and the run time doesn't grow with your LP count.
Can auditors verify the calculations?
Yes — full transparency at every tier: each investor's split traces to the fund terms and underlying cash flows, which is precisely what spreadsheet models can't reliably show.
Can we use distroW° with our existing systems?
Yes — it runs integrated with the InvestorPortaLPro platform or headless via API as a calculation engine behind your existing portal or administrator stack.
Does it handle capital calls as well?
Yes — capital call notices and payment instructions run through the same automated, tracked pipeline as distributions.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss waterfall automation 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
Thank you — we received your request.
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.