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
- 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