Automating transactions - why Waterfall?

Our early cases and conversations with active deal makers reveal challenges in managing corporate transactions. 

⚖️ M&A Deals Are More Complex Than Ever

• Rising use of structured equity, convertibles, option pools, and multiple preference stacks
• Fund distribution is no longer a back-of-the-envelope task — it's a core risk in closing deals

💼 Law Firms Are at a Breaking Point

• Manual Excel modeling eats up billable hours, introduces errors, and delays closings
• Lean deal teams need better tools doing the hard stuff correctly

🚀 SaaS Adoption in Legal + Finance Is Accelerating

• Even conservative firms are adopting cloud-based tools
• Firms expect automation, auditability, and collaboration baked in

📊 Cap Table Tech Created the Baseline — But Not the Finish Line

• Tools like Carta help track ownership, but don’t handle fund flows in exit scenarios
• We pick up where cap tables end — at the moment money changes hands

🔥 AI + Automation Tailwinds

• Fund modeling can now be smart, dynamic, and deal-aware
• Our workflows replace hours of custom work with clicks and confidence

Merger Waterfall automates corporate transaction calculations: We help deal makers manage their deals in one place, ensure accuracy, and unlock creative negotiations at speed. 

Are you an M&A or Venture Financing attorney managing deals without much help with the math? We offer to wow you and your client for FREE in your first matter. And yes, we know what we're signing up for in nominal billable hours :)