Create multiple, investor-specific files or reports off of a single PDF document to tailor your file upload and management workflow.
Cash-on-cash, IRRs, multiples, and annualized metrics can be presented to your investors and calculated automatically.
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Generate your distribution waterfall quickly and with ease or import from your existing process. We are fully integrated with Yardi, Appfolio and other leading providers.
E-Signature integration ensures that your signatures are safely handled and readily available when you need them most.
Update Capital's modern simple to use tools allow you to quickly manage investment ownership, capital accounts or any other investment parameter your business requires.
Our flexible, customized workflows and notifications help make sure everyone hits their deadlines. Easily coordinate actions between all your team members.
Update Capital's Bulk Upload tool is available for K1's or any other tax documents you have. Save hours in distributing sensitive documents.
Allows administrators to define the different roles and permissions entity owners have over documents and email.
Assign virtual tags to the list of owners associated with the entity that is related to the investment.
Send property updates with confidence ensuring users receive necessary information related to their invested entities.
Specify your preferred uploaded document timeframe for individual investment files, bulk investment file uploads, and statements.
Save time and organize files with clear entity filename conventions so users can easily identify the file name related to each entity.
Update Capital had a excellent user experience. The portal provided a clean, simple way for investors to access their needed data, statements and documents for multiple investments. That in combination with their competitive pricing put them over the top for us
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