What is ROI Waterfall™

ROI Waterfall™ provides Founders (and Investors) to visualize potential returns and manage expectations for realizing return on investment. The ROI Waterfall™ tool enables modeling for individual or sequential rounds of funding to both affirm planned actions and maximize investment outcomes.

As a founder, you have the big idea. As an investor, you’re always evaluating opportunities. But here’s the burning question for both: How do you know how much money is needed to hit the exit valuation AND deliver the ROI investors expect?”

Let’s face it: estimating funding needs and projecting returns can feel like guesswork. But it doesn’t have to be. Introducing ROI Waterfall, the tool that makes understanding funding, valuations, and investor returns simple, clear, and actionable.

ROI Waterfall™ Funding Example

    • Series A funding round [($2M),
    • Series B funding round ($5M), pre-money valuation ($10M), and expected exit date/valuation ($100M in 2028).]
    • Here’s how it works:
      • You input your funding round details
        • Amounts,
        • Dates,
        • Valuations
        • Alongside your expected exit valuation and timeline.
        • ROI Waterfall does the rest.

ROI Waterfall™ Delivers the Result!

A clear breakdown of projected investor ROI for each funding round. Want to know how your Series A investors will fare compared to Series B? Done. Need to justify your exit valuation with hard numbers? It’s all here.

For founders, this means pitching with precision. No more vague promises—just a solid plan that shows exactly how much funding is needed and what returns investors can expect. For investors, it means confidence. You can see exactly how a deal delivers value before you commit.

Turning Complex Data into Clear Decisions: Don’t let funding projections and ROI planning slow you down. Whether you’re raising capital or evaluating opportunities, ROI Waterfall gives you the clarity that leads to success.

ROI Waterfall: Because knowing your numbers is the first step to hitting them.