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Promote

Promote (also known as "promoted interest" or "carried interest") is a term that refers to a share of profits that a sponsor or general partner (GP) earns, typically after a certain performance benchmark or return threshold has been met. Users can add a partnership structure as well as hurdle and catch-up tiers for equity distribution based on IRR and Equity Multiple options. See more detail about Promote Waterfall.

Properties

Equity

Enter the share of equity contributed by each partner.

NameOptionsDescription
NameName of the sponsor or general partner.
ShareAdd % share for each partner.
EquityTotal equity will be saved from the last calculation. If the total equity is not given, equity totals must be provided for each partner.
Include PromoteOnly one partner can receive promoted interest.

Tier

Enter the equity distribution for each tier.

NameOptionsDescription
NameName of the promote tier.
Type
Hurdle
Catch-up
Method
IRR
Multiple
IRR or Multiple
IRR and Multiple
AmountField enabled with a IRR.
MultipleField enabled with a Multiple.
Promote
Partner