Automate Distributions | Platform

Distributions & Payments

Execute Distributions with Precision

Model complex waterfalls, calculate payouts automatically, and initiate secure ACH payments—all within a system built to reflect your operating agreement. Replace spreadsheets and disconnected payment tools with reliable execution designed to manage capital flows across the full life of an investment.

Model Complex Waterfalls

Configure waterfalls, returns, fees, and catch-ups to reflect the true structure of your deal.

Automate Calculations

Eliminate manual inputs and spreadsheet risk with distribution amounts calculated directly from your cap table.

Send Payments

Initiate ACH payments inside the platform with no third-party tools or NACHA files required.

“Our distributions can become extremely complicated and InvestNext has made it easy to set up and send out with just a few clicks. We can see the exact dates distributions have gone out and accounts have been created – we can see what date and time checks were sent and delivered etc.- this has been a huge help!”

Hannah C.

Reflect Real Agreements

Model Complex Waterfalls Accurately

Real estate waterfalls aren’t always simple. InvestNext models these realities directly, so the financial logic of your operating agreement lives inside the platform, not in spreadsheets.

Structure multiple equity classes, IRR hurdles, catch-ups, and promote tiers within a single distribution plan while maintaining a clear, auditable system of record.

Supported structures include:

When distribution logic lives inside the system, your team spends less time reconciling spreadsheets and more time confidently answering investor questions.

Eliminate Spreadsheet Risk

Calculate Distributions Automatically

Many firms model distributions in spreadsheets and then translate results into investor communications. As deals evolve, those spreadsheets become fragile, introducing version control problems, hidden errors, and operational risk.

InvestNext calculates every distribution directly from your cap table and waterfall model. Ownership, allocations, and payouts remain connected inside a single financial system, reducing reconciliation work and ensuring the numbers investors see always match the deal’s underlying economics.

Keep Capital Moving

Initiate Payments Instantly

Send secure ACH payments or checks directly from within the platform. No third-party payment processors. No NACHA file uploads. No exporting data between systems. Just fast, secure payment execution aligned with your distribution calculations.

Model Exit Scenarios

Run “What-If” Distribution Forecasts

Distribution models shouldn’t live in disparate spreadsheets. Test different exit timelines, sale prices, or recapitalization scenarios directly inside the same waterfall model used for real distributions.

Instead of rebuilding calculations or stitching together Excel models, your team can evaluate how returns change across potential outcomes while maintaining consistency with the deal’s actual distribution logic.

This allows GPs and investor relations teams to answer questions like “What would returns look like if we exited six months earlier?” with fast, credible answers.

Build for the Full Investment Lifecycle

Create Workflows That Last for Years

Distribution logic doesn’t end when a deal closes—it evolves throughout the entire life of an investment. Return hurdles change, investors transfer positions, and capital events occur over multiple years of ownership.

InvestNext manages these changes inside a consistent financial system, ensuring distribution calculations remain accurate across the full lifecycle of the investment.

Because the model stays intact over time, your team avoids rebuilding distribution logic every time the deal structure evolves.