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Simple Pricing. No surprises. No commitments.

Pick the tier that matches your portfolio. Upgrade or downgrade anytime, no questions asked.

Save ~20%
Free
Test with real data on your own timeline.
$0/mo
Free forever
1 asset
Up to 15 investors
3 distributions/month
1 user
Full engine, fees, CSV upload, audit trail
Start Free
Starter
For solo GPs running a handful of deals.
$199 $159/mo
Billed annually ($1,910/yr)
Everything in Free, plus:
Up to 5 assets
Unlimited investors and distributions
2 users with custom permissions
Try It Free

Cancel anytime. No commitments.

Most Popular
Plus
For growing firms that need more assets and a bigger team.
$299 $239/mo
Billed annually ($2,870/yr)
Everything in Starter, plus:
Up to 15 assets
5 users with custom permissions
Try It Free

Cancel anytime. No commitments.

Pro
For larger shops managing multiple funds.
$599 $479/mo
Billed annually ($5,750/yr)
Everything in Plus, plus:
Up to 100 assets
Unlimited users with custom permissions
Try It Free

Cancel anytime. No commitments.

Full Comparison

Every feature, by tier

All tiers include the full waterfall engine, fees, CSV upload, and locked audit trail. Bulk distributions available on Starter and above.

Free Starter Plus Pro
Assets 1 5 15 100
Investors per asset 15 Unlimited Unlimited Unlimited
Distributions per month 3 Unlimited Unlimited Unlimited
Users 1 2 5 Unlimited
Custom permissions
Waterfall engine (all tier types)
Waterfall templates
Locked audit trail
Per-investor line-item detail
Distribution preview
Fee system
Bulk distributions
CSV investor/capital upload
CSV export

Common questions

If you don't see your answer here, reach out and we'll get back to you quickly.

No. Sign up and try any paid tier free for 14 days. No credit card required until you decide to continue.
If you don't upgrade, your account reverts to the Free tier. You keep one asset with full access. Additional assets become read-only. No data is deleted.
Any asset record in your account, regardless of how many investors or distributions it has. If you delete an asset, it no longer counts toward your limit.
Yes. Upgrades are prorated and take effect immediately. Downgrades take effect at the end of your billing cycle, as long as your asset count fits within the lower tier's limit.
The account owner invites team members by email. For each user, you check off exactly which actions they can perform: viewing assets, running distributions, managing investors, exporting reports, and more. There are no fixed roles. You control access at a granular level.
No. WaterfallOne does not collect investor PII, bank account details, Social Security numbers, or payment information. We calculate allocations and produce audit-ready records. You keep full control of sensitive investor data.
A waterfall calculation engine for real estate private equity. You enter a distribution amount, it runs the math through your waterfall structure, and produces locked records with per-investor allocations you can trace tier by tier. It is not a fund admin, CRM, or payment processor.

Built for trust, not data collection

No investor PII collected No SSNs, no bank details, no payment data
Locked records Finalized distributions are immutable and traceable
Audit-ready output Tier-by-tier detail with before/after snapshots
Tenant isolation Row-level security on every table

See your waterfall calculated today.

Start your free trial on any paid plan. 14 days of full access, no credit card needed.

Try It Free
14-day trial. No credit card required. Downgrade anytime.