Whether your firm uses European, American, or cross-promote waterfall models at the fund level—or a bespoke GP carry participant allocation structure—carried interest calculations shouldn't be a burden. 3forge offers a unified, customizable solution that brings automation, transparency, and accuracy to both fund-level carry models and GP-level distributions.
Private equity firms frequently face operational and compliance challenges in managing carried interest allocations—both at the fund level and for GP carry participants. These processes are often:
Manual, fragmented, and error-prone
Highly customized, especially for GP carry participant allocations, with firm-specific logic based on internal agreements and governance documents
Complex, involving vesting schedules, clawbacks, and deal-level variations
Disconnected, with separate systems or spreadsheets used for fund-level and GP-level calculations
This lack of integration creates delays, inefficiencies, and a higher risk of errors—especially when transitioning from carry crystallization at the fund level to downstream GP distributions.
3forge delivers a unified, production-ready platform that seamlessly manages GP carry participant allocation and is poised to expand into fund-level carry modeling (e.g., American, European, and hybrid waterfalls, including real estate cross-promote structures).
Already in production
We've successfully implemented and deployed our GP carry participant allocation engine for a private equity client. This solution reflects their custom logic, vesting and clawback conditions, and GP governance framework. The client now benefits from a transparent, auditable, and real-time system that replaced manual spreadsheets—significantly improving accuracy and efficiency.
Ready for what's next
We are actively developing a flexible carried interest engine for fund-level models—capable of supporting various waterfall structures tailored to each firm's fund documents. These models, while complex, share more standardization than GP allocations and are typically maintained in Excel. Our approach? Rebuild these workflows as-is in our system—so clients don't need to conform to a new tool; the tool conforms to them.
GP carry participant allocation solution is live and trusted by clients
Fund-level carry engine is in development with a clear roadmap and strong technical foundation
We build around your models—not ours—ensuring adoption and comfort
Easily adapt to new fund vintages, governance changes, or distribution rules
This modular design allows us to link both fund-level and GP-level carry calculations into a single integrated system, eliminating duplication and improving data consistency.
Let 3forge bring clarity, speed, and control to one of your most complex and sensitive workflows.
Tailored Carry Logic
at Every Level
Real-Time, Customizable,
and Scalable
Unified Workflow and
User Experience
Enterprise-Grade
Reporting
Try a proven solution for accurate, transparency carry distribution: