To create a bulk (batch) statement, you must navigate into the specific project you'd like to create the statement for. You can do this from the Projects tab. Then you must navigate to the Documents tab within the specific project, select New Documents and specify the dates you'd like for the statement to include. From here you must Enable Portal Access for the newly created documents so your investors can access them.
IMPORTANT:
If you would like to have the Accrued Pref show in the Batch Statements, please contact support@investnext.com to have the feature enabled for your portal.
Once enabled, it will apply to all Project's Batch Statements.
Step-by-Step Instructions:
Step 1: Select the project you'd like to send a bulk (batch) statement for:
Step 2: Navigate to Documents tab within the specific project and select New Documents dropdown.
Step 3: From the dropdown, select Build Batch Statements.
Step 4: Specify the range of dates you'd like the bulk (batch) statement to include and the metric you want displayed (if applicable) and then click the Build button.
The current Statement Metrics available are capital balance, distributions, ownership, paid-in capital, realized gain, and lifetime distributions. To learn more about these metrics and calculations, check out this article.
Step 5: Click the Checkbox to the left of the bulk (batch) statement you would like to make available to investors (select all by clicking the top check down as shown). Then select the Portal Access dropdown.
Step 6: Select Enable Portal Access to then display the desired statements in the investor portal.
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