Advice and answers from the InvestNext Team

Search results for:Mass-Distribution

Mass Upload Project Documents

In this article, we are going to walk through how to mass upload and privately share documents with your investors… Mass Upload Project Documents Video (Start to Finish)… document-sharing tool that enables you to directly share project updates and other private documents in-mass

Mass Upload K1s/Tax Documents

Use the steps in this article to mass upload and privately share documents with your investors… Mass Upload Documents Video (Start to Finish)… has a document-sharing tool that enables you to directly share K-1s and other private documents in-mass

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

Handling Failed Distribution Payments (VIDEO)

How to identify, review, and re-send failed distribution payments via ACH or cheque… On occasion, you will need to re-send a distribution to an investor who has a failed distribution due… Resending a Distribution if the Payment Type has been Added or Changed:

Distribution Plan: Waterfall Hurdles Explained

based fee of the total distribution… enter the amount of the distribution when prompted… You cannot use pay down all hurdles to calculate the distribution

How to Create a Distribution Plan

A step by step walkthrough of creating a custom distribution plan based on your waterfall… STEP 2: Click on the Distribution Plans button: STEP 3: Click New Distribution Plan, add an identifying… Use the steps below to create a new Distribution Plan

How to delete a distribution plan

A step by step walk through for deleting distribution plans… If you're not already familiar with setting up distribution plans, view this support article for more… Deleting a distribution plan can be done in two easy steps

Deleting a Distribution (Before It Is Sent)

How a sponsor can delete a distribution before payments have been sent!… If you've processed a distribution that has not sent out payments and would like to delete the distribution… take the following steps: From the Project's Distribution tab, select the distribution you

How to Create a Custom Distribution (VIDEO)

This article will show you how to manually record distributions… [Inline Video] IMPORTANT: For a Custom Distribution, you must run the distribution to the Draft state… Custom Distributions can be used to record historical Distribution Payments, send one-off Payments, or

Mass Email from Contacts Screen Without Creating a Filter

Use the steps in this article to email one or more Contacts directly from the Contact section WITHOUT creating a Contact filter.