A platform that models waterfalls and preferred returns for funds and complex cap structures ensuring accurate allocations and investor transparency.
https://preferredreturn.comHow Finvisor Collaborates
Finvisor models waterfalls and preferred returns from your fund terms, validates allocations, and books distribution entries ensuring accuracy for investors and compliance in your records.
Why We Recommend Preferred Return
Preferred Return is a modern investment management platform built to streamline complex financial operations and drive growth for founders and businesses across the U.S. and beyond. It offers sophisticated yet intuitive tools for managing fund structures, capital distributions, investor relations, and performance tracking all in one platform. Preferred Return helps teams manage investor returns, equity stakes, and fund compliance with accuracy and confidence.
Whether you’re scaling your startup, raising a new round, or operating a multi-asset fund, Preferred Return provides a dependable platform to simplify and strengthen financial management.
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Get on our calendar for a free introductory call.Find out what it's like to work with Finvisor and how we can help you reach your business goals. Our financial advisors work hard for your business across our full suite of accounting and reporting services.
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