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Knowledge Center

Step-by-step guides to get the most out of WaterfallOne.

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Onboarding Guide

Everything you need to get started, from creating your first asset to onboarding an existing portfolio.

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Creating Your First Asset

Get a new real estate investment vehicle set up and ready to calculate distributions.

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Running a Distribution

Process a distribution from start to finish, with full visibility into allocations before you finalize.

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Understanding Waterfall Tiers

Learn how cash flows through your waterfall structure and how each tier allocates distributions.

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Configuring Your Waterfall

Complete guide to waterfall types, class structures, all five tier types and their options, and the review process.

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Importing Investors via CSV

Bulk import investors into your asset when working with multiple LPs.

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Voiding and Correcting Distributions

Fix a finalized distribution without losing your audit trail.

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Recording Capital Events

Capital events are contributions and reinvestments that change an investor's capital position.

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Configuring Fees

Learn how to set up and manage fees so they deduct correctly from each distribution.

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Running Bulk Distributions

Process multiple distributions across your portfolio in a single operation with atomic safety.

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How to Audit a Distribution

Reconstruct exactly how any distribution was calculated and show auditors the complete record.

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Waterfall Templates Library

Create reusable waterfall configurations once, then apply them to every asset.

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Individual Investor Pages

View any investor's full position: contributed capital, distribution history by tier, capital events, and cross-asset performance.

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Custom Permissions

Control team access with 24 granular permissions, custom roles, and per-asset overrides.

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