> ## Documentation Index
> Fetch the complete documentation index at: https://dhanurgo.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Note>
  In the codebase, this feature uses "investor" terminology. In the UI, "investor" and "co-host" are used interchangeably depending on context.
</Note>

## 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

<Accordion title="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.
</Accordion>

<Accordion title="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.
</Accordion>

<Accordion title="Mark as Paid">
  `MarkAsPaidDialog` lets you mark an outstanding payment as completed, updating the payment record and activity log.
</Accordion>

For calculation details, see [Investor Revenue Share](/business-rules/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

<Accordion title="Investor Wallet">
  `InvestorWalletCard` tracks an investor's balance, pending amounts, and transaction history (`WalletTransactionHistory`). `WalletStatementGenerator` produces downloadable statements.
</Accordion>

<Accordion title="Funding Rounds">
  For investors contributing capital, `CreateFundingRoundModal` and `FundingRoundDetail` manage funding rounds with commitments (`FundingCommitmentModal`), pipeline tracking (`FundingPipeline`), and round cards (`FundingRoundCard`).
</Accordion>

## 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`.