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Cascade Suite: Carry and co-invest management and portal

Streamlined administration and richer engagement with your employees

Transform and automate the administration of compensation, carried interest, co-investment, and other discretionary rewards. Provide your employees up-to-date and complete views of their wealth through compelling dashboards. Our complete compensation administration solution and participant portal helps your people better understand the value of their reward, while freeing up management to focus on the decisions that matter.

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Learn more about Cascade Suite as a license implementation or as a managed service.

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Key benefits

Capabilities

  • Carry, co-invest (including leverage), shares, and unit plans
  • Employee onboarding and award letter generation
  • Vesting schedules
  • Joiners / dilution events, forfeitures, and leavers
  • Hurdles and waterfalls (including deal by deal)
  • Capital calls and distribution notices
  • Single medium for dashboards, documents, and notifications
  • Integrates carry, co-invest, and full compensation information
  • Mobile and tablet friendly
  • Integrates documents from other sources (including tax statements and HR notifications)
  • DocuSign for document execution
  • Administrator reporting and analytics with drill-down capabilities
  • Clearly demonstrates current, past, and potential future total compensation for employees to track growth and progress
  • Private and protected by multi-factor authentication (MFA)
  • Secured and encrypted
  • Role-based access limitations
  • Interfaces with HR, fund, and tax systems to simplify integration and automate data flows

Learn more

Learn more about Cascade Suite as a license implementation or as a managed service.