Feature deep dives & investor management insights

How deeltrack calculates preferred returns, GP catch-up, and residual splits — then lets you preview and post distributions with a single click.

Your investors can view capital accounts, download K-1s, track distributions, and access deal documents — without emailing you.

Upload a proforma and get instant analysis — aggressive rent growth, DSCR concerns, cap rate assumptions, and debt coverage all flagged automatically.

Track every deal through your pipeline — investors, commitments, documents, distributions, and capital accounts all linked from a single deal profile.

Generate operating agreements from your deal terms. Parse broker OMs into structured data. Review documents against your deal with AI — all built in.

Walk through the full capital call workflow — from drafting the notice to tracking who's wired, with automatic pro-rata calculations.

Compare price per unit, cap rates, returns, risk profiles, and market positioning — with AI scoring which deal has the edge and why.

Generate K-1s from deal data, track delivery status per investor, and let LPs download directly from their portal. No more email attachments.

Type 3 bullet points about your deal. Get a professional quarterly update draft in 30 seconds — with real numbers, honest tone, and no sugarcoating.

Track accreditation status, commitments across deals, communication history, tax profiles, and banking details — with compliance alerts built in.

Upload documents, organize by category, and share with your LP base — with access controls and upload tracking per deal.

A live health check across every deal, investor, distribution, and document — with critical alerts, warnings, and suggestions to keep your portfolio clean.

Enter a deal profile — get a comprehensive DD checklist across 10 categories with critical items flagged, estimated timeline, and priority order.

Track accreditation status, expiry dates, and verification methods per investor. Get alerts before credentials expire so you never fall out of compliance.

A deep dive into why AUM-based pricing is misaligned — and why flat per-deal pricing makes more sense for sponsors at every stage.

Most platforms are built by developers who've never touched a K-1. We built deeltrack from the CPA's chair — where the real problems live.