Pro Forma II: Investment Waterfalls (On-Demand)


2021-06-30T12:00:00 - 2021-06-30T12:00:00

Modeling investment waterfalls is the most complex task in developing a pro forma, but it doesn’t need to intimidate you. In this course, you will develop the skills to be able to produce your own investment waterfall pro forma.

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Pricing Members Non-Members
Private $ 395.00 $ 525.00
Public/Academic/Nonprofit $ 350.00 $ 525.00
Retired $ 395.00 N/A
Student $ 350.00 $ 525.00
Under Age 35 $ 395.00 $ 525.00

All prices are in USD

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This course takes you from the point of being capable of modeling a basic development or investment pro forma, to being able to model investment waterfalls in the context of advanced analytics and sensitivities testing. Develop and hone your analytical skills while learning to model investment pro formas involving multiple investors with different stakes and deals.

Learning Objectives

Upon completion of this course, you will:
  • Understand how to test your pro forma’s sensitivities to avoid costly errors.
  • Model investment waterfalls to plan distributions to equity partners.
  • Analyze a complex pro forma.
This course counts toward the Pro Forma Fundamentals Certificate.