CRE K-1 Distribution Software for Investment Managers
Calculate and execute payment distributions and tax documents fast with new automation features. Empower your investors with better data.
Smart Distribution Automation
Auto-calculate your distribution payments for each investor based on their pro-rata ownership of the Fund/Asset. GP promote can be added as well.
Tax withholding & adjustments
In addition to the “gross distribution” amount, you can now indicate the Tax Withholding (by % or a fixed amount) and Adjustments.
Automated bank account logic chooser
When you create a new distribution, a bank account will be automatically assigned to each LP. If an LP has multiple accounts, the distribution will default to the last account used.
Investor bank account import
You can now automatically import the bank account details of your investors. For their future distributions you can access info directly from the “Bank Accounts” screen.
Import more complex distribution waterfall calculations, taxes and adjustments from your own spreadsheets.
Improved Experience for Your Investors
Detailed distribution data in portal & notices
Investors can now access info including: gross distribution amount, tax withholding, adjustments, net distribution, transaction fees, currency exchange (if applicable) and net amount to be received by the investor.
Smart investor sign up / login routing
We made it easier for LPs to access the platform. Each time an LP is sent an email, it will contain a smart link that will direct them to either the signup or login page depending on their sign-up status.
Investors can now export all transactions to Excel.
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