View LLC waterfall steps and results

Analyze distributions and allocations effectively using Diligent Equity distribution steps. After you have added and verified the distribution steps in your LLC waterfall you will want to view the results or export an .XLSX file.

View the LLC waterfall steps

1. Go to your Diligent Equity cap table and in your left side navigation panel, select Waterfall.

   The Waterfall page opens.

2. On the right-side of your page switch the view from Waterfall to Step by step.

   Tip

   Select Show controls if you can't see the Waterfall / Step by step options.

3. Select Customize to add or edit your steps.

   For more information go to Edit and manage waterfall steps.

4. Select Export to download a detailed overview of your waterfall steps to your device, in .xlsx file format (optional).

View LLC waterfall results

Your Waterfall page Display by setting defaults to Allocations, with an option to set to Shareholders.

• For shareholders who acquire shares through multiple transactions, each transaction or grant will appear as a separate row.

• Select Export to download a detailed overview of your waterfall to your device, in .xlsx file format (optional).

Glossary of terms for your dashboard

Column title	Description
Holder	The name of the unit holder.
Class	The unit class of any allocation. If a shareholder holds multiple classes, all of the classes are listed and separated by commas.
Units	The number of units in an allocation or total across all the holder's allocations.
Date	The date when the allocation was created. In the Shareholders display this is the most recent allocation date.
Investment	The investment amount for each allocation. In the Shareholders display this is the total amount invested by the holder.
Proceeds	The total proceeds after all steps are applied.
Multiple	The multiple achieved, and proceeds are divided by investment.
IRR	Internal rate of return for the allocation.