Investor Report Generator

$0.00

Generate a personalized investor return report in seconds based on your structured return terms. Simply enter a few key details and instantly produce clean, investor-ready summaries showing contributions, preferred return, and projected distributions.

  • Create investor-specific reports instantly (no manual editing)

  • Built-in waterfall with an option for two investment entities and 20 investors

  • Automatically calculates contributions, pref, and returns

Samples

Generated Investor Report

Inputs Page

The Fractional Analyst’s
Portfolio Roll Up

Upgrade your underwriting process with our model that delivers speed, accuracy, and confidence across all your deals.