Save time on running distributions
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.
SO WHAT DOES IT ALL LOOK LIKE?
(VIDEO Coming Soon)
With your IDR portal, you’ll be able to:
- Easily manage your cap table and investment classes.
- Calculate distributions total distribution amount or by ROI.
- Manually enter custom ROI metrics to display.
- Easily generate personal investment statements for investors.
- Easily collect and manage payout preferences.
- Send a payment details update request prior to submitting distributions.
- Export payout preferences.
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!