FundPanel categorizes investors using a role-based system. Many roles are available for investor contacts, and it is extremely important that each contact be assigned the appropriate role(s) for each investment. The role assigned to each contact determines two things:
1. What a portal user can view in the investor portal
2. Which communications an investor contact is eligible to receive
Note: Contact roles control both portal permissions and communication eligibility, however a contact does not need to be activated on the investor portal to be eligible to receive communications.
Below is a list of each contact role and a description of that role's function when assigned to a portal user.
Contact Roles Explained
Capital Call
- Eligible to receive Capital Call fund communications
- View Capital Call information within the Capital Call tab within the LP Portal
Stock Distribution
- Eligible to receive Stock Distribution fund communications
- View the Distribution tab & associated distribution information within the LP Portal
Cash Distribution
- Eligible to receive Cash Distribution fund communications
- View the Distribution tab & associated distribution information within the LP Portal
- Wire Details: the Cash Distribution role additionally grants access to the "Wire Details" tab within the LP Portal
Financial
- Contact is eligible to receive Capital Account Statements
- View the Capital Account tab & associated capital account information within the LP Portal
Fundraising
- Portal user is eligible to view Fundraising tab & associated information within the LP Portal
- Prospective LP portal users can also access the Fundraising
Portfolio
- Contact is eligible to view Portfolio investment information within the LP Portal.
General, Advisory Board, Fundraising, Legal & Tax
- All of these roles are fund-wide and make a contact eligible to receive fund-wide communications
- All of these roles will also grant access to fund-related information in the portal. This includes the Fund tab and any information therein