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Comparison

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Last updated

Waterfall vs Promote

Quick Answer

The waterfall defines distribution order. Promote defines the sponsor's share of upside inside that order.

What is Waterfall?

Waterfall is the default pattern when sponsors are operating in the sponsor economics. It is used when the workflow needs clarity, control, and a repeatable operating path.

What is Promote?

Promote is the alternative pattern sponsors use when the sponsor economics calls for a different economic or operational structure. It matters when the deal, workflow, or reporting path changes.

Key Differences

FeatureWaterfallPromote
Primary use caseWaterfall fits the core sponsor economics workflowPromote fits the adjacent sponsor economics workflow
Operational shapeMore direct and standardizedMore specialized or flexible
EconomicsClearer baseline economicsAlternative economics or constraints
Reporting burdenSimpler to administerRequires more coordination or customization
When it winsWhen speed and discipline matterWhen structure or flexibility matters more

When Founders Choose Waterfall

  • You need the full cash distribution logic.
  • The deal has multiple tiers or thresholds.
  • You want the whole stack economics.

When Founders Choose Promote

  • You are isolating the sponsor incentive piece.
  • The economics discussion is about upside share.
  • You are modeling carry or profit share.

Example Scenario

A sponsor may describe a deal's waterfall to explain how cash gets distributed, then describe the promote to explain what the sponsor earns after investor hurdles are met.

Common Mistakes

  • 1Using promote as a synonym for the entire waterfall.
  • 2Ignoring the legal order of distributions.
  • 3Assuming the economics are obvious without modeling.

Which Matters More for Early-Stage Startups?

For actual payouts, the waterfall matters more; for sponsor incentives, promote is the key term.

Related Terms

Frequently Asked Questions

What is Waterfall?

Waterfall is the default pattern when sponsors are operating in the sponsor economics. It is used when the workflow needs clarity, control, and a repeatable operating path.

What is Promote?

Promote is the alternative pattern sponsors use when the sponsor economics calls for a different economic or operational structure. It matters when the deal, workflow, or reporting path changes.

Which matters more: Waterfall or Promote?

For actual payouts, the waterfall matters more; for sponsor incentives, promote is the key term.

When would you encounter Waterfall vs Promote?

A sponsor may describe a deal's waterfall to explain how cash gets distributed, then describe the promote to explain what the sponsor earns after investor hurdles are met.