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
- 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
- Edit Investor Details
- Add Offline Investors to your Deal
- How to Add Investors to your Fund
- Add Team Members or Service Providers to a Fund and Organization
- Investment Profile Access Overview