Data Room
Managing Your Investors on the Dashboard
- LP Review & Approval
- LP Data Review
- How to Upload Transactions in Bulk
- How to Download Signature Audit Trail
- How to Update Investment Details
- (Deprecated) How to Review and Approve Subscription Answers in Flow
Managing your Fund
- How to Edit Language in Flow Generated Capital Calls
- How to Edit Your Fund Details
- How to Upload and Assign your Capital Calls
- Offline Signor Requirements
- How to Send a Capital Call to Investors: Autogenerated Capital Calls
- How to Use Flow's Blue Sky Estimate
Messaging Your Investors
Document Management
- Upload Documents and Add to Folders
- How to Download All Documents
- Delete Folders
- Manage Folders
- Fund Folders Overview
- Countersigning Subscription Documents