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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
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
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 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
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