Owners & investors

Two kinds of capital partner, two self-service portals, one set of books underneath. Every screen here sits in the Partners hub.

Owners - people whose properties you manage

Screen	What it’s for	Guide
Partners -> Owners	The owner register - who owns what, on what agreement.	Onboard a property owner
Partners -> Owner Payouts	Distributions: request, then approve - both recorded - which pays.	Run an owner payout
Partners -> Owner Portal	What an owner sees with their own login: their units, their statements, their money. Staff who can open it can preview any owner’s.	What the owner sees

Give an owner a seat with the Property owner role and link it to their owner record - they see exactly their own portfolio, nothing of yours, nothing of other owners’. Their monthly statement is issued automatically when you close a month: Owner statements. To check what any owner or investor sees, preview their portal.

Investors - people whose capital is in the pool

Screen	What it’s for	Guide
Partners -> Investors	Your management dashboard: capital in, distributions out, exits.	Record investor capital and distributions
Partners -> Investor Model	Pool assumptions and three scenario columns, plus forward deal projection.	Model an investor pool
Partners -> Track Record	Citable portfolio performance, frozen to a date - the numbers you show prospects.	Build your track record
Partners -> Proposals	The proposal document itself, shared as a revocable, expiring link.	Send an investor proposal
Partners -> Deals	The pipeline and each deal’s capital schedule.	From yes to deal
Partners -> Deployment · Launch	Plan-vs-actual capital deployment and the per-unit ramp.	Deploy capital and launch units
Partners -> Investor Portal	What an investor sees with their own login: their position, statements, capital notices. Staff who can open it can preview any investor’s.	What the investor sees

The raise, end to end

Model the pool (Investor Model) → freeze the story (Track Record) → send the Proposal link → a yes becomes a Deal → capital lands per the schedule and posts on Investors → units are fitted out and ramp (Deployment · Launch) → the investor watches it all in their portal.

Request, then approve - one person may do both

Owner payouts and investor distributions are two steps: requesting parks the amount, and nothing posts until it’s approved - with who requested and who approved recorded on every row. The same person may do both; a second approver is never required. No automation or AI ever moves this money. See The approval system.