Investor Management Platform
Start managing capital accounts, distributions and investor reporting within days.
- +1(239) 351.9393
- amdigitalgroupinc@gmail.com
- Mon-Fri, 9am-5pm
Track capital contributions, automate distributions and give every investor a self-service portal with real numbers, not spreadsheets.
Track capital calls, ownership percentages and distributions across a portfolio of syndicated properties without juggling spreadsheets for every deal.
Give fund managers one dashboard for capital accounts, waterfall calculations and investor communications across every open fund.
Centralize reporting for limited partners, automate quarterly statements and keep every partner aligned with real-time performance data.
Automated statements and distribution notices cut hours of manual reporting work every quarter.
A complete audit trail on every calculation keeps your accountant and your investors confident at year end.
Real-time portals replace status-update calls, so partners trust the numbers because they can see them.
Balances, distribution history and tax documents available to every partner at any time.
Calculate preferred returns and promote splits, then release distributions with a full audit trail.
Generate ROI, capital account and performance reports for every fund in seconds.
Start managing capital accounts, distributions and investor reporting within days.
Most Fort Myers funds are live within two weeks. We import your investor roster, capital accounts and property list, then run a parallel period against your current spreadsheets before switching over.
Yes. Each partner gets a portal to view balances, distribution history and tax documents at any time, which removes most of the inbound questions your team fields today.
It calculates preferred returns, catch-up tiers and promote splits automatically, and keeps an audit trail of every calculation for your accountant.
The platform and our support team work in English and Spanish, which matters for funds raising capital across Southwest Florida.
Use the Fort Myers demo calendar to reserve a session with our product team. See the dashboard, workflows and onboarding plan in real time.