Create an Investor Deal

  1. How to Create Investors Profiles

In order to set the investor profile, go to Zeevou Souls -> Zeevou Investor -> Profiles -> Create Investor.

  • You can give access to the investor by selecting “Create User”. After selecting it, you can set the username (the email address of the owner) and password for the investor.
  • There are two types of access: Financials Only View Access and Financials & Guest Data View Access.
  • If you select “Custom Payment Gateway”, you can enter the details of the investor’s payment gateway, so that the payments would go straight to this account. The details for this are set later on when setting up the Investor Deal.

2. How to Create Deal Templates

In order to create a deal template, go to Zeevou Souls -> Zeevou Investor -> Deal Template -> Create Deal Template. Choose a name that explains the deal, eg. 12% Management Fee.

By using the formula given, for example (BOOKING_TOTAL_PRICE – CHECKIN – OTA_COMMISSION) * 12/100, you can tell Zeevou how to calculate the management fee per booking which is used when working out the profits for yourself and your investors.

Also, you can enter the percentage of cost elements paid by yourself and the investor for various types of costs.

3. How to Set Investor Deals

In order to set the investor deal, Go to Zeevou Souls -> Zeevou Investors -> Investor Deal -> Create Deal.

  1. Choose the units that the deal affects.
  2. Choose the Investor.
  3. Choose the Deal Template.
  4. Choose the Invoice Method. You can choose Proxy for management deals, TOMS for Rent to Rent deals that run under TOMS, and Normal if the other two don’t apply.
  5. Choose the beginning and end date of the deal.
  6. If there is a fixed rent or management fee, enter the amounts and choose the currency.
  7. Choose the Income Tax Schema and Expense Tax Schema from the dropdown – if you have not created these yet, you can do so in Zeevou Set on the main menu.
  8. If you want the booking payments and deposits be processed through the investor’s payment gateway, select the boxes. Use Investor Custom Gateway For Payments, Use Investor Custom Gateway For Deposit
Last updated on 15 August 2020
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