Preparing a Capital Call Fund Communication in FundPanel

In this article, we will walk through the process of creating and sending a capital call fund communication. Ensure that you have already created your capital call within FundPanel. If not, please refer to this article to create your capital call. Additionally, make sure that contacts and contact roles are up to date as this determines the recipients of the fund communication.

TABLE OF CONTENTS

• Creating the Capital Call Communication
• Reviewing & Editing the Communication
  • Top Section Overview
  • Updating the Fund Communication
• Reviewing the Fund Communication
• Sending the Communication

Creating the Capital Call Communication

1. Navigate to the Fund record: Scroll down to the Capital Calls section and click on the Capital Call you wish to use for the communication.
   
   
   
   
2. Create Fund Communication: Click "Create Fund Communication."

The next screen will display the 'Number of Recipients' and 'Number of Investment Vehicles' associated with this communication. You can also filter the communication if needed (e.g., include only investors who owe or those who prepaid and owe $0). Click "Confirm & Save."

Reviewing & Editing the Communication

Upon saving the communication, you will be directed to the communication page. This allows you to review and edit the communication details.

Top Section Overview

1. Edit Fields: These fields on the left are useful for editing prior to sending the communication. The Subject, CC, and BCC fields function the same as they would in an email client.
2. Edit Email Content: Use the "Edit Email Content" button to adjust the body of the email prior to being sent.
3. Sent Status: After sending the email, these fields will update to reflect the date, denote the email has been sent, and show any errors that may have occurred during the sending process. If there is an error message shown in the 'Status', or if a message stays in 'Not sent' even after being sent, please reach out to the support team for further assistance.

Updating the Fund Communication

A. Update the Subject, CC, and BCC fields:

• Your subject and included recipients on the email may vary based on the communication. 
• To make changes, click "Edit," make the necessary changes, and click "Save."

B. Update the email content for this capital call:

• Click "Edit Email Content."
• Update the email language.
• Click "Save Changes."

C. Attach additional PDFs to the fund communication:

• On the Fund Communication record, click "Attach File" under the Notes and Attachments related list.
• Attach the appropriate file(s).
• Click "Done."

Reviewing the Fund Communication

Review the following information and preview the body of the email to ensure everything is correct:

1. Number of Recipients vs. Number of Investment Vehicles
2. Recipients Section: Preview at least 1 PDF to validate PDF format/data.
   • Navigate to the Recipients related list of the fund communication record.
   • Click "View Sent PDF" link.

Note: Salesforce only displays a select number of recipients on this page. Press 'Go to List' at the bottom of the recipients list to see all recipients for this communication.

Sending the Communication

When ready to send, click one of the following buttons:

Send Emails By Investment Vehicle: This button will send ensure contacts of each Investment Vehicle are grouped into one email per Investment Vehicle) OR "Send by Contact"

Send by Contact: This button will send one email per contact, with each contact receiving their own email.