03 Financial Modeling · Equity Waterfall Builder · Step 1 of 7
Review your imported terms
These come from Thesis Lab and Deal Builder. Confirm them once; edits here flow back as a new version.
| Term | Value | Source | Status |
|---|---|---|---|
| Target raise | $6,000,000 | Imported from Stage 02 | Confirmed |
| Minimum investment | $50,000 | Imported from Stage 02 | Confirmed |
| Security type | LP units | Imported from Stage 02 | Confirmed |
| Hold period | 5 years | Imported from Stage 02 | Confirmed |
| Preferred return | 8.0% simple annual | Imported from Stage 02 | Confirmed |
| GP promote | 20% above pref | Imported from Stage 02 | Confirmed |
| Waterfall style | European | Imported from Stage 02 | To confirm |
| Exemption | Rule 506(b) | Imported from Stage 02 | To confirm |
| Underwriting guardrail | Max 65% LTV | Imported from Stage 01 | To confirm |
Add supporting documents (optional)
Drag in an operating agreement or rent roll. Upload UI only: no extraction or integrations are connected in this mockup.