Create Distributions for Re-investments

You can re-invest distributions on behalf of your investors and communicate that activity to them.  The best way to do this is to create a distribution of the Investment type. Essentially, when you add an investment distribution, an investor will view that distribution as an investment of some sort or another.

How to Set up an Investment Distribution Field

To set up an investment distribution, you must configure it at the fund level.  

  1. Navigate to the fund in question.
  2. Click on the Distribution tab.
  3. From the ellipses [ ... ] menu select Configure.
  4. In the New Field menu, select/type Re-investment to create a new distribution type. Then, select the Investment checkbox before clicking Add.
  5. Then click OK.
Click to a see larger version.

How to Add an Investment Distribution

Adding an investment distribution is the same as adding any distribution.  For example, if you want to communicate a re-investment of $2000 to an investor, you can simply create an investment-type distribution of $2000.  This will then be communicated in the details of the investment and on the overview dashboard as an increase to committed capital.  You can add an investment-type distribution by Generating Distributions for Simple Events (prorated or percent return) or Adding an Investment Distribution for a Single Investor.

How It Appears on the Investor Portal

Investors Overview Dashboard

The investment distribution can be displayed on the Investor Portal on the distribution column of the investor's overview dashboard (seen in orange). Adding/editing configurable fields can be requested by contacting  support@sensrsolutions.com

Investment Details

On the Investment page under Investment Details, this will be listed as Additional Investments 

*this field can be renamed



And in the Distributions table under the Investment distribution column you specify.

TIP: Clicking View will expand the investor's view of the distribution for re-investment