Adding investors
Go to the Investors tab and click Add Investor. Enter:- Name — investor or entity name
- Entity type — LLC, LP, individual, trust, etc.
- Ownership % — equity ownership percentage
- Sponsor — check this box if this investor is the sponsor/GP
- Entry date — date equity was contributed (used for IRR calculation)
- Equity contributed — dollar amount invested
Equity contributions
You can enter equity contributions in two ways:- Total + allocate by % — enter total project equity and WaterfallIQ allocates to each investor by ownership percentage
- Manual entry — enter each investor’s contribution directly