Case Study – Encore Enterprise, Inc


Encore Enterprises, Inc. is a commercial real estate investment firm located in Dallas, Texas with a broad portfolio
of multifamily, hospitality, office and retail single assets and funds. Encore historically funds their projects through
a combination of discretionary funds, institutional capital, and an established network of over 500 high-net worth
investors located across the U.S. Since the company’s formation in 1999, Encore has completed over $2.4 billion in
transaction volume with a focus on the Southern, Eastern, and Midwestern United States.


With tax season quickly approaching, the annual task of preparing and distributing more than 500 K1 statements
to active investors was imminent. Rather than spend another season burning the midnight oil stuffing envelopes,
the Encore Investors Relations team envisioned a more automated approach to communicating with investors and
distributing the documents.

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