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Advice and answers from the InvestNext Team

Search results for:Mass-Distribution

Payment Status
This article will describe how to check if an investor has received their ACH or Check payment for a given distribution… If you've sent a Mass Distribution payment (multiple investors) that includes an Investor with a "Manual… Payment Type, you'll notice 2 details: For that Mass Distribution payment, you will see the entire
How to Delete a Distribution Transaction/Allocation
This article walks through how sponsors can delete distribution transactions performed within InvestNext… Select the mass Distribution housing the individual transaction you want to be removed. Step 4… transaction (this info will be stored in the client log) Deleting the distribution won’t move
How to Reclassify/Split Paid Distributions
This article walks through how sponsors can reclassify and/or split distribution classifications related to investor distributions… Select the distribution mass payment that houses the individual transaction/distribution that should… With the reclassify/split distribution tool, sponsors have more control over distribution details that
Mass Upload Commitment Documents
This article explains how to mass upload and privately share documents with your investors… document-sharing tool enables you to upload commitment documents and other investor-specific documents in-mass… Navigate to the Project you will be mass uploading the documents to
Mass Upload K1s/Tax Documents
Use the steps in this article to mass upload and privately share documents with your investors… has a document-sharing tool that enables you to directly share K-1s and other private documents in-mass… STEP 2: Click the New Documents button on the upper-right and select the Mass .zip Upload option
Custom Distribution: Other Category
This article will walk you through how to create a custom distribution using the "Other" classification type… Additionally, this "Other" distribution will have no impact on project-level metrics… Step 2: Switch from Distribution Plan to Custom by selecting the "Custom" button
How to Run a Distribution
A step-by-step guide to process a new distribution… STEP 3: Set-up your distribution according to the below fields: Distribution plan: select the relevant… pre-created Distribution Plan
Distribution Plan: Waterfall Hurdles Explained
based fee of the total distribution… Uses market value to figure out distribution amounts… enter the amount of the distribution when prompted
Handling Failed Distribution Payments (VIDEO)
How to identify, review, and re-send failed distribution payments via ACH or cheque… The following sections are in this article: Resending a failed distribution Resending a Distribution… On occasion, you will need to re-send a distribution to an investor who has a failed distribution due
How to Create a Distribution Plan
A step-by-step walkthrough of creating a custom distribution plan based on your waterfall… A Distribution Plan in InvestNext allows you to define a custom waterfall for each project… Click on the Distribution Plans button. Step 3