Portfolio (15)
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Creating a Round Detail, Investment Transaction, and Capitalization
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Requesting KPIs from Portfolio Companies
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Recording a Note Conversion
Using FundPanel (4)
From sending capital calls to tracking fund metrics, learn how to use FundPanel to its fullest potential.
Importing & Managing Data (4)
Data can live in many places. Learn how to bring it all into FundPanel.
Salesforce Data Import Tools (6)
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Example Use-Case: Performing Your First Data Load
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Data Import Wizard Walkthrough
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Data Import Wizard vs Data Loader: When to use what?
FundPanel Updates (1)
Roadmaps, release notes & general support information for FundPanel.
Email to Salesforce (4)
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General Setup: Configuring Email to Salesforce in Salesforce
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Set up Mail Flow Rule in Microsoft Exchange
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Log Incoming Emails into Salesforce: Investor Relations Contact