Managing Your Investors on the Dashboard
- How to Review and Approve Subscription Answers in Flow
- Adding Members to an Investor's Profile
- Send a Capital Call to Investors: PDF Upload
- Flow Icons Explained
- Capital Call Calculation Methodology
- How to Confirm your Investor's Wire Instructions
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
- Delete Folders
- Manage Folders
- Fund Folders Overview
- Countersigning Subscription Documents
- Re-run "Sign Subscription Agreement" Task
- Staging Documents