Share portfolio performance with partners and investors. Capital account tracking, distribution reports, and K1 documentation in a single view.
The Investor Portal gives your partners and investors a window into portfolio performance. Instead of assembling quarterly reports in a spreadsheet and emailing PDFs, you point investors to a dashboard that updates automatically.
Capital account balances, distribution history, property performance, and K1 documentation are all accessible in one place. Each investor sees only the entities and properties they have a stake in.
Each investor sees their capital contributions, distributions received, and current account balance. Balances update automatically as you record transactions.
Revenue, expenses, NOI, and cash on cash returns for the properties each investor has a stake in. Quarterly and annual views with historical trend data.
Upload K1 forms and investors download them directly from the portal. No more emailing tax documents back and forth during filing season.
Record each investor's ownership percentage and capital contributions in DoorVault. Link them to the entities and properties they participate in.
Each investor receives a login to their personalized dashboard. They see only the data related to their investments.
Partners check performance, download K1 forms, and review distributions on their own schedule. No more quarterly report emails.
Get started with DoorVault today. When the Investor Portal launches, you will be ready to use it.
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