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Fund Structure

Waterfall

Last updated

Quick Answer

The distribution order determining how sale or liquidation proceeds flow to different shareholder classes — senior preferred shareholders are paid before junior preferred, who are paid before common.

The waterfall describes the order in which proceeds from a liquidation event (acquisition, dissolution) are distributed to different stakeholder classes. Each 'tier' in the waterfall must be fully satisfied before proceeds flow to the next tier. Typical waterfall order: Senior secured debt → Junior debt → Series B preferred (latest investors) → Series A preferred → Seed preferred → Common stock (founders, employees). For each preferred class, their liquidation preference is paid first; if non-participating, they then have the option to convert to common and share proportionally. Waterfall modeling — calculating exactly how much each stakeholder receives at different exit prices — is critical for founders evaluating acquisition offers. An offer that seems large on the surface may leave founders and employees with much less than expected after preferred liquidation preferences are satisfied.

Further Reading

How Waterfall Distributions Work: American vs European

How VC fund profits are distributed between GPs and LPs. The 4-tier waterfall, American vs European models, and clawback provisions.

MRR: What Monthly Recurring Revenue Means in Venture Capital

MRR (Monthly Recurring Revenue) is the foundational metric for early-stage SaaS companies. Here's what it means, how to calculate it correctly, what MRR components VCs want to see, and how it relates to ARR.

Venture Capital Fund Administration: What It Is, Who Does It, and Why It Matters

Fund administration is the operational backbone of every venture fund — handling NAV calculations, capital calls, LP reporting, K-1s, and compliance. Here's what emerging managers need to know before they raise.

How to Write an LPA: The Limited Partnership Agreement Guide for Fund Managers

A practical 2026 guide for venture capital and private equity fund managers on drafting, negotiating, and operating under a Limited Partnership Agreement (LPA): key sections, ILPA standards, costs, lawyer selection, and common mistakes.

Best VC Fund Administration Software in 2026: Compared for Emerging Managers

A no-fluff breakdown of the top VC fund administration platforms — Carta, Juniper Square, Allvue, Standish, Assure, NAV Fund Administration, and AngelList Stack — compared by pricing, minimum fund size, features, and fit for emerging managers.

Understanding Liquidation Preferences: What Employees Need to Know

Liquidation preferences determine who gets paid first when a startup exits. In some scenarios, investors take everything and employees get nothing — even in a 'successful' acquisition. Here's how it works.

Frequently Asked Questions

What is Waterfall in venture capital?

The waterfall describes the order in which proceeds from a liquidation event (acquisition, dissolution) are distributed to different stakeholder classes. Each 'tier' in the waterfall must be fully satisfied before proceeds flow to the next tier.

Why is Waterfall important for startups?

Understanding Waterfall is critical for founders navigating the fundraising process. It directly impacts deal terms, valuation, and the relationship between founders and investors.

What category does Waterfall fall under in VC?

Waterfall falls under the fund-structure category in venture capital. This area covers concepts related to how venture capital funds are organized, managed, and governed.

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