Designing Waterfalls and Fee Structures That Win Commitments
SponsorCloud
33:30
Get More Fund Commitments with Strategic Waterfall Structure Design
Top-performing funds are securing commitments even in this tight market by strategically redesigning their waterfall structures and fee arrangements. Industry data shows investors now rank these elements among their top 3 decision factors when evaluating new funds.
This practical webinar reveals the specific structures that institutional investors and family offices are saying 'yes' to in 2025, plus how to implement them without sacrificing your returns.
What You’ll Learn:
- Waterfall Structure Essentials: Key components and strategic approaches that appeal to today's investors.
- Fee Structure Strategies: Practical methods to design arrangements that win commitments while maintaining profitability.
- Investor Alignment Tactics: Additional considerations beyond basic structures that build confidence and differentiate your fund.
Real-World Success Stories
Learn from funds that secured commitments by implementing smart waterfall and fee structures. Our experts will share actual examples and the specific elements that won over hesitant investors.
Can't make the live session? Register anyway, and we'll send you the recording.
Brought to you by SponsorCloud - Modern Fund Management Solutions for Real Estate Fund Managers
Speakers
Justin Shen
Head of Fund Administration Services, SponsorCloud
Justin brings 17 years of industry experience working with prominent private equity sponsors. Having managed funds with over $8.5 billion in AUM for institutional clients, Justin combines deep expertise in both public accounting and private equity to deliver practical fund administration and tax compliance insights.
Harisimran Khalsa
President of Professional Services, SonsorCloud
Harisimran Khalsa brings over 20 years of accounting experience to her role as Director of Professional Services at SponsorCloud.
With a background that includes serving as CFO in private equity, she has spent more than a decade with a particular focus on real estate. Her expertise in financial strategy and tax compliance ensures that SponsorCloud's clients receive top-tier guidance in navigating the complexities of the real estate market.
Ameet Mehta
Co-Founder, SponsorCloud
Ameet leads GTM strategy and drives product and service adoption among real estate private equity firms at SponsorCloud. He brings practical expertise in fund operations and technology implementation to help managers optimize their investment structures. Ameet invests in technology companies through FirstPrinciples Holding Company. Prior to his entrepreneurial career, Ameet worked at TechStars, KPMG, and Cambridge Capital. He holds a degree in Accounting & Finance from DePaul University in Chicago. Ameet enjoys watching football as a Chicago Bears Fan, playing golf, and supporting the Milaan Foundation as a Board Member.
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Designing Waterfalls and Fee Structures That Win Commitments
33:30