Create a New Distribution

You can add a distribution to the platform in order to notify your investors of the payment and store these details on their dashboard. 

Portfolio → Select Offering → Distributions Tab → Add Distribution Tab → Fill Details → Calculate for Review

There are two options to add a distribution:

Calculate for Review 

Simply enter the details of the distribution and click Calculate for Review. The system will calculate how much each investor should be paid pro-rata based on how much they invested. 

After review, you can click "Save" in order to save the distribution without notifying investors via email or "Save and Notify" in order to email each investor the details of their distribution. 

Import Distributions

If you have your payment details already in an excel document, you can click the Import Distributions button in order to import these distributions. Follow the instructions on the pop-up window to finalize the process. The platform can successfully import thousands of distributions in one import file in case you have historical distributions you need to add.

Video Overview