top of page
Features > Investor Reporting
Investor Reporting
For each project group, different waterfall levels of investors can be set up, including builder developer partners, institutional partners, and senior lenders. Investor balances and activities are updated automatically when a capital call or distribution file is uploaded for a given deal.
Numerous investor reports can be run, such as projected future cash flows for a specific investor. The system can also track each investor's tax basis.
Follow the links below for sample screen shots and reports relating to investor reporting.
bottom of page