The complete toolkit for your team, done simply.

Investment firms work better when everyone is on the same page

Investment Management

Update Capital's modern simple to use tools allow you to quickly manage investment ownership, capital accounts or any other investment parameter your business requires.

Distribution Waterfall

Generate your distribution waterfall quickly and with ease or import from your existing process. We are fully integrated with Yardi, Appfolio and other leading providers.


E-Signature integration ensures that your signatures are safely handled and readily available when you need them most.

Workflow Automation

Our flexible, customized workflows and notifications help make sure everyone hits their deadlines. Easily coordinate actions between all your team members.

Bulk Upload Tax Documents

Update Capital's Bulk Upload tool is available for K1's or any other tax documents you have. Save hours in distributing sensitive documents.

Track Your Metrics

Cash-on-cash, IRRs, multiples, and annualized metrics can be presented to your investors and calculated automatically.

Moving from Excel to Update Capital was additive for our real estate investment platform. Update Capital's software allows our company to control a single portal used both internally and by our investors.

The intuitive dashboard provides our investors 24/7 access to easily view and download everything related to their investments, including historical performance, financial documents, quarterly reports, and our current investment opportunities.

David Rottman
Principal @ Austin Capital Advisors

Talk to a Product Expert

We can show you how to take your investor relations to the next level