How to Enter New Capital Commitments in FundPanel

When additional LPs have joined a fund, or existing LPs have changed their commitments, you will need to access the commitments in FundPanel.

Creating a New Commitment

1. To create a new commitment, click on Investor Relations (1) > Funds (2) > Capital Commitments (3).
   
   
   
   

2. This will take you to the Capital Commitments section. Any existing commitments will be shown. To add a new Commitment, click on New Capital Commitment (1).

3. Select the Record Type1 from the dropdown, and click Continue (2).

   1. Capital Commitment – An actual commitment (supported by LP subdocs)

   2. Potential Capital Commitment – For anticipated capital that has not closed

Adjusting Commitments

1. To access existing commitments, click on Investor Relations (1) > Funds (2) > Capital Commitments (3).

2. This will take you to the Capital Commitments section. Any existing commitments will be shown. To edit a commitment, click on 'Edit'. Note, that this will not change any capital that has previously been called. If an LP has increased their commitment, you will need to call additional capital.

3. Change the Commitment amount to the new commitment, and click Save.