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
- Offline Signor Requirements
- How to Send a Capital Call to Investors: Autogenerated Capital Calls
- How to Use Flow's Blue Sky Estimate
- Capital Call Process
- Update NAVs & Distributions
- How to Archive Entities
Messaging Your Investors
Document Management
- Delete Folders
- Manage Folders
- Fund Folders Overview
- Countersigning Subscription Documents
- Re-run "Sign Subscription Agreement" Task
- Staging Documents