הכירו את Neo, שותף ה-GP מבוסס ה-AI שלכם.
By the end of this guide you'll have sent a distribution notice to your investors, letting them know what to expect before you finalize, with a chance to add your own message and attachments — and you'll know how to check that each recipient received it.
Note
Sending notices is a GP task. You need a distribution saved as a draft, and access to the holding it belongs to. If you haven't created the distribution yet, do that first — see Create a distribution.
What a notice is for
A distribution notice tells each investor that a distribution has been issued and what their share looks like, before any money moves. It's the middle step of the distribution workflow: create the draft, send notices, then finalize. Notices are optional — you can finalize a distribution without sending one — but they give investors advance visibility and a window to add or update their payout bank account before you finalize.
Note
Notice amounts are presented as not yet final and may change. The notice email tells investors this, so you can send it while you're still confirming details.
Open the send notice flow
- Open the holding's Distributions tab and select the draft distribution you want to send a notice for.
- From the distribution's top actions, select Send Notice.
- Review the readiness check that runs before the dialog lets you continue (covered next).