Investment Management: Investors, Capital Calls, Distributions and K-1s

How a landlord or management company runs the entities that own its properties — investors and commitments, capital calls, distributions through a preferred return and a waterfall, capital statements, K-1 delivery — and what each investor sees.

Investment management is for the company or partnership that owns a property with investors — a syndication, a joint venture, a small fund. You record who invested and how much they committed, call capital when it is needed, work out every distribution through the deal’s terms, send each investor their notices and statements, and share their K-1. Each investor signs in to see their own position.

What Seayora does not do

It never moves money. A capital call is a notice and a record of what arrived; a distribution is a calculation and a record of what you paid. You collect and pay through your own bank.
It never sends payment instructions. Wire fraud against investors usually starts with an email saying the bank details have changed, so no Seayora notice, email or screen carries an account number. Every notice tells investors to confirm how to pay with you directly, using contact details they already have.
It does not prepare K-1s. Your tax preparer does; you share the PDF here.
It is not securities, legal or tax advice. The entity’s agreement governs, and every notice says so.

Setting up an entity

Open Investments — under Money on the landlord and management portals, and in the Tools of the iPhone and Android apps — and choose New entity.
Give it a name, its legal name, the kind (LLC, partnership, tenancy in common or fund), where it was formed and the properties it owns.
Choose how distributions are split. Pro rata splits every dollar by contributed capital. A waterfall pays a preferred return and returns capital first, then splits what is left in tiers.
For a waterfall: the preferred return and whether it is simple or compounds annually; whether it is paid before or after capital; an optional sponsor catch-up; and up to six split tiers, each with the investors’ share until they reach an IRR hurdle. The last tier has no hurdle, so every dollar has somewhere to go.
Add how investors reach you. Never bank details — Seayora refuses a note that looks like an account number.

Investors and capital

Add each investor with the email they will sign in with, their name, the kind of investor and their commitment. They are emailed once to say they were added.
Record money received when it arrives in your bank — against a capital call or not — with the date, how it came and any reference. A record can be voided with a reason.
A capital call splits an amount between investors: by what each still has left to fund (and never more than that), or by their whole commitment. It is saved as a draft; issuing it puts a notice in each investor’s Documents and emails them. Issuing again only sends the notices that are missing.
A call can be cancelled with a reason, which investors are told, unless money has already been recorded against it.

Distributions

Enter the amount, the date and where it came from (operations, a refinance, a sale). Seayora previews the split through your terms as you type: each tier, what each investor gets as return of capital, preferred return and profit, and the sponsor’s promote.
The preferred return accrues day by day on the capital not yet returned, from the date it arrived. The hurdles are measured on all investors together, from the dates their money came in and went out.
Save it as a draft, then finalize it. Finalizing freezes the split with a fingerprint, and from then on the economic terms cannot change — investors hold notices worked out under them. Money dated on or before a final distribution cannot be added or voided either.
Send the notices, then record how you paid each investor.

Statements and documents

Send capital statements as of any date: each investor with capital in gets a PDF of their capital account — committed, contributed, returned, preferred return paid and earned, profit, equity multiple and IRR.
Share a K-1, a report or the operating agreement as a PDF. A K-1 goes to one investor; anything else can go to everyone. Files are encrypted when stored and are never attached to an email — investors are told one is waiting and sign in to open it. You can see whether each has been opened.

What an investor sees

An investor opens Your investments — on the website at seayora.com/investments, and in the Tools of both phone apps — whatever kind of account they have. They see their own commitment, capital, distributions, ownership share and IRR, any capital still due with the warning to confirm how to pay with you, their notices and statements, and the files shared with them. They never see another investor.

Connected assistants

A connected AI assistant can read an investor’s own positions, and a sponsor’s entities with each investor’s figures, through the list_investments tool. It cannot call capital, finalize a distribution or send notices: those are a named person’s acts about other people’s money.

Frequently asked questions

Can Seayora collect a capital call or pay a distribution?

No. Seayora works out the figures, sends the notices and keeps the records. Money moves through your own bank, and you record what arrived and what you paid.

Why are there no wiring instructions on a capital call?

Because a forged email with new wiring instructions is the commonest way investors lose money. Investors confirm how to pay with you directly, using contact details they already have.

Why can I not change the preferred return any more?

Because a distribution has been finalized under the current terms and investors hold its notice. Changing the terms would rewrite how the past was split.

Is the investor IRR exact?

It is worked out from the dates and amounts you recorded. If a contribution or a payment is recorded on the wrong date, the IRR moves with it.

Who can see a K-1?

The investor it was shared with, and you. It is encrypted when stored, and Seayora staff cannot open it.

Related guides

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