Set up your cap table with the click of a button, then run distribution calculations and generate personalized investor statements with another.
If you’ve been using spreadsheets to track distributions you’re about to learn how we can save you time and energy by publishing new distributions in as little as a few minutes.
We’ve optimized our distribution process to give sponsors the customization they need, while peeling back the layers of complexity that sometimes make distributions a headache.
Publishing a distribution in your IDR portal is a simple process, with much of the work being completed during the initial project set-up.
Once we’ve finished setting up your cap table all we need is a total distribution amount and our distribution calculator will take care of the rest.
With your IDR portal, you’ll be able to:
We’re also busy at work developing functionality that will allow you to send payments directly through your IDR portal! ACH and CHECK PAYMENTS COMING SOON!
Want to learn more? Click below to instantly access the demo.
Probably.
Most sponsors we work with are using one of a couple basic structures and our distribution calculator automates those processes and reduces the likelihood of errors.
In the few cases where our sponsors are doing more complex waterfall calculations on every distribution, they are able to use a simplified excel upload process to display that data to investors until we finish the calculator.
Absolutely.
Our cap table management system is easy to set up and use and allows you to add multiple classes and easily allocate ownership percentages.
Want to learn more? Click below to instantly access the demo.
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