K1 Management
Provide CPAs with clean, structured data sourced directly from your cap table and performance records.
With a single upload, use advanced OCR and intelligent matching to ensure tax documents reach the correct investors every time, on time.
Distribute one or thousands of K-1s securely through investor portals with full confidence in accuracy and delivery.
Export a CPA-ready Global Tax Package Report populated directly from investor records, ownership data, and performance history. Reduce back-and-forth during preparation and ensure tax work begins from a consistent source of truth.
Allow accounting partners to work efficiently without requesting manual reconciliations or one-off clarifications from your team.
Upload individual K-1s or bulk document sets, including PDFs, zip files, and multi-entity batches. Built-in OCR and intelligent matching reads tax identifiers and ownership data to assign documents accurately across complex investor groups.
Eliminate manual sorting, reduce misdelivery risk, and support high-volume tax seasons without added operational strain.
Distribute tax documents securely through InvestNext’s Global Tax Center, where investors can easily sort, access, and reference year after year.
Each investor’s Global Tax Center is accessed directly from their investor portal and includes all of their tax documents from any sponsor they invest with that uses InvestNext. Investors receive consistent notifications and universal access to their tax documents in one place, and your team avoids repeated follow-ups and document requests.
The result is a calmer tax season for sponsors and a more reliable experience for investors.
“The features (distribution processing, CRM, ACH capabilities, real-time investment tracking, etc.) available through InvestNext saves our team an incredible amount of time. Before switching to InvestNext, the distribution process alone used to take 3 team members. Now it takes 1, and it’s only a few clicks. The features they continue to improve also save us TONS of time.”
Mike Williams, VP Investor Relations | Open Door Capital
Create complex distribution waterfalls, automatically calculate distributions and send secure payments to your investors with a few clicks.
Build credibility and impress your investors with a modern, user-friendly experience. Share documents, send updates, and capture investment intent in a centralized hub.
Reduce administrative overhead with automated financial management.
Fundraising rarely breaks because of demand.
It breaks when systems drift, signals get missed, and teams lose visibility at the worst possible moments.
This guide shows how modern real estate firms can use automation to keep investor data, CRM activity, and operational workflows aligned from first interest through funded commitment.
