Distributions
Create, edit, finalize, and send distribution notices.
- Create a distributionCreate a distribution on a holding in Covercy One, set the period and source of funds, allocate amounts to your investors pro rata, and save it as a draft.
- Edit a draft distributionReopen a draft distribution in Covercy One to change its period, source of funds, hurdles, and per-investor allocations, then save your changes in place.
- Finalize a distributionRun the readiness checks, finalize a distribution in Covercy One to lock in its allocations, and track each investor's payment through to completion.
- Send distribution noticesNotify your investors about a draft distribution in Covercy One: run the readiness check, add a personal message and attachments, send the notice, and track delivery to each recipient.