Investor Portal — Stream 14

Investor Reporting Dashboard

Real-time performance tracking, monthly statements, and tax reporting for Vizion Capital private lenders.

Template View — This page is populated with sample data. When you are onboarded as an investor, your dashboard will show live data pulled from QBO and Pipedrive.

Investment Summary

Your portfolio at a glance — updated in real time

Total Invested
$250,000
Across 2 active deals
Current Return Rate
12.0%
Weighted average APR
Next Payment Date
Apr 1, 2026
Monthly interest disbursement
YTD Earnings
$7,500
Jan 2026 – Mar 2026

Deal Performance

2 Active Deals
Property Amount Rate Term Status Payments Received
123 Main St, Flint MI $150,000 12% 12 months Performing $4,500 (3 of 12)
456 Oak Ave, Saginaw MI $100,000 12% 9 months Exiting Jun 2026 $3,000 (3 of 9)

Monthly Statement — March 2026

Statement Period Mar 1 – Mar 31, 2026
Interest Earned $2,500.00
Payments Received $2,500.00
Principal Outstanding $250,000.00
YTD Interest Income $7,500.00
Next Payment Apr 1, 2026

Monthly Returns

$2.5K
Jan
$2.5K
Feb
$2.5K
Mar
--
Apr
--
May
--
Jun
--
Jul
--
Aug
--
Sep
--
Oct
--
Nov
--
Dec

Cumulative Returns (YTD)

$2.5K
Jan
$5K
Feb
$7.5K
Mar
--
Apr
--
May
--
Jun
--
Jul
--
Aug
--
Sep
--
Oct
--
Nov
--
Dec

Documents & Tax Reporting

All your investment documents in one place

📄 Annual Tax Summary

Total Interest Income (YTD) $7,500.00
2025 Form 1099-INT Available
2026 Form 1099-INT In Progress
Tax Summary Report Download

📋 Loan Documents

Promissory Note — 123 Main St View
Promissory Note — 456 Oak Ave View
Loan Agreement — Master View
First Lien Recording Confirmation Placeholder