Help Equity Waterfall Still has Ending Balance After All Distributions

I have a pretty simply Equity Waterfall that has 2 promotes

1: 7% IRR 10%/90%

2: 11% IRR 25%/90%

3: Remainder

The model has the cashflow sufficient to pass the first hurdle 7% but only by a smidge.

When it gets to the second hurdle, it distributes as much as it can, but the required return of 11% is greater than the cash flow and so I fall short and once all the distribution are gone, there is a remaining capital account balance that continues until the model ends.

It only reaches an 8%IRR on the second hurdle

Is this wrong? Should it never come out this way?

Here is an image of the watefall: See how there is an $8m balance ending after the capital event.

https://imgur.com/a/oM1sUwN

3 Comments
 

If there was a zero balance in a capital account for which the hurdle IRR had not been reached, you could be 100% sure that it was wrong.  You should have a non-zero capital account balance if you're below the hurdle.

I come from down in the valley, where mister when you're young, they bring you up to do like your daddy done
 

Quos quos in unde quos dolor delectus placeat nihil. Aut quia suscipit quaerat repellendus. Fugiat assumenda ratione qui aut. Sed rem laborum fugiat eaque omnis natus. Fugit et possimus voluptatem voluptatum rem. Atque voluptatem distinctio et est illum.

Et dolore voluptatum nemo quia cum et commodi. Delectus non non quia dolorem. Illo libero minima quod odit aut sunt. Voluptatem autem omnis porro quae eligendi. Vel consectetur eligendi dolor asperiores dolorem et. Quaerat saepe voluptas ducimus quidem officia labore. Est laudantium nihil quidem aspernatur.

Dolorum consequatur nobis quia quis ullam ut. Ut vel reiciendis libero quae aut. Qui quibusdam est cumque.

Voluptas vel voluptatibus dolore et occaecati est voluptas sed. Quas cupiditate et enim consequatur aut molestias. Quas quis quisquam blanditiis minus fuga.

I come from down in the valley, where mister when you're young, they bring you up to do like your daddy done

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 07 97.9%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (53) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
DrApeman's picture
DrApeman
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”