Investor / Co-Host Management

Revenue sharing, vehicle assignments, payments, agreements, tax forms, and investor portal

Investor / Co-Host Management

This is the most comprehensive feature in HostMetrics. It enables Turo hosts to manage co-hosts or investors who own vehicles in the fleet, including revenue sharing, payment tracking, agreements, and tax reporting.

In the codebase, this feature uses “investor” terminology. In the UI, “investor” and “co-host” are used interchangeably depending on context.

Adding Investors

Use AddInvestorModal to create an investor profile with:

• Name and email
• Default revenue share percentage
• Notes and contact information

The InvestorOnboarding component guides first-time setup.

Vehicle Assignment

Investors are linked to specific vehicles via VehicleAssignmentModal. Each assignment includes:

• Revenue share percentage — Can override the investor’s default per vehicle
• Inclusion toggles — Control which revenue streams (trip price, delivery, extras, etc.) count toward the investor’s share
• Expense responsibility — Configure which expense categories are deducted before or after the split

The VehiclePortfolio component shows all vehicles assigned to an investor with earnings summaries.

Payment Recording

Recording a Payment

RecordPaymentModal calculates the investor’s share from trips in a selected period, applies any pending charges/deductions, and records the payment. The RecordPayoutModal handles the actual disbursement step.

Payment History

PaymentTimeline displays a chronological history of all payments to an investor, with amounts, dates, and associated trip periods. PaymentStatusCard shows current payment status.

Mark as Paid

MarkAsPaidDialog lets you mark an outstanding payment as completed, updating the payment record and activity log.

For calculation details, see Investor Revenue Share.

Charges and Deductions

Track deductions against an investor’s earnings:

• Maintenance costs — Repairs charged to the vehicle owner
• Traffic violations — Tickets incurred during trips
• Damage charges — Guest damage costs passed to owner
• Custom charges — Any other deduction

Components: AddChargeModal, ChargesSection, ChargeDetailModal, PendingExpensesSection.

Activity Timeline

Every significant action is logged: payments, charges, vehicle assignments, agreement changes, and portal access. The EnhancedActivitySection and RecentActivitySection components display this timeline on the investor detail page.

Agreements

Agreements define the formal terms between host and investor:

• Create agreements with CreateAgreementModal
• Version history — Each update creates a new version, preserving the full history via AgreementHistoryModal
• Status tracking — Draft, active, expired (AgreementStatusBadge)
• PDF generation — Generate downloadable agreement documents
• Templates — Default terms stored in agreement_templates table

Components in src/components/investors/agreements/.

Tax Center (1099-NEC)

The InvestorTaxCenter / EnhancedTaxCenter components provide:

• Annual earnings summary per investor
• 1099-NEC form generation via Generate1099Modal
• Tax year selection and export

Investor Portal

Investors can view their own data without a full account:

• Token-based access — Generate a secure link via PortalLinkManager / PortalAccessSection
• Read-only view — Investors see their vehicles, earnings, payments, and documents
• No login required — Access via unique token URL

Report Links

Share formatted reports with investors using ShareInvestorReportModal and InvestorReportLinkCard. Reports include earnings breakdowns, payment history, and vehicle performance.

Wallet and Funding

Investor Wallet

InvestorWalletCard tracks an investor’s balance, pending amounts, and transaction history (WalletTransactionHistory). WalletStatementGenerator produces downloadable statements.

Funding Rounds

For investors contributing capital, CreateFundingRoundModal and FundingRoundDetail manage funding rounds with commitments (FundingCommitmentModal), pipeline tracking (FundingPipeline), and round cards (FundingRoundCard).

Key Components Summary

Component	Purpose
AddInvestorModal	Create new investor
VehicleAssignmentModal	Assign vehicles with share config
RecordPaymentModal	Calculate and record payment
InvestorTaxCenter	1099-NEC generation
PortalLinkManager	Generate investor portal access links
CreateAgreementModal	Create versioned agreements
InvestorWalletCard	Balance and transaction tracking
CreateFundingRoundModal	Manage capital funding rounds

Data Layer

Database tables: partners, partner_vehicles, partner_payments, partner_charges, partner_activities, partner_agreements. Operations are in src/lib/db/partners.ts and src/lib/db/agreements.ts.