DDistributions.online

How it works

From Shareholder Records to Completed Distribution

See how Distributions.online brings the entire distribution lifecycle into one connected workflow: Calculate. Validate. Distribute. Reconcile.

  1. 01

    Company Setup

    Select an existing company or create a new company profile with entity details, authorized users, and approval roles.

    • Entity and security records
    • Authorized users and roles
    • Approval thresholds
  2. 02

    Shareholder Data

    Use existing shareholder records, connect through an integration, or securely upload your investor data.

    • Cap table import
    • Integration connection
    • Secure file upload
  3. 03

    Distribution Setup

    Select the security, distribution type, record date, payment date, and calculation methodology.

    • Per-share or pro-rata methods
    • Record and payment dates
    • Withholding treatment
  4. 04

    Validation

    Automatically identify missing information, tax-document issues, banking exceptions, and other items requiring attention.

    • Tax documentation checks
    • Banking record checks
    • Eligibility review
  5. 05

    Approval

    Route the distribution through your internal workflow or submit it to your transfer agent for authorization.

    • Self-managed workflow
    • Transfer-agent review
    • Recorded authorizations
  6. 06

    Payment

    Approved payment instructions move through ACH or wire processing to eligible investor accounts.

    • ACH processing
    • Domestic and international wires
    • Payment status tracking
  7. 07

    Reconciliation

    Monitor successful, pending, failed, returned, and blocked payments and close the distribution with a complete record.

    • Exception resolution
    • Reconciliation reporting
    • Full audit history
Start Setting Up Your Company

FAQ

Frequently asked questions

How long does setup take?
Company setup is self-service. You create your company profile, connect shareholder records, and configure your first distribution online without a complicated implementation project.
Can my transfer agent approve distributions?
Yes. Distributions can be submitted to a connected transfer agent for review, authorization, processing, and recordkeeping, or managed through your company's own authorized workflow.
What happens when a payment fails?
Failed, returned, and blocked payments appear in exception management with the affected investor account so your team can resolve and reissue them.
How are calculations handled?
You select the security, distribution type, record date, payment date, and calculation methodology, and the platform applies it consistently across eligible holders.