Investor Relations (47)

How to Enter New Capital Commitments in FundPanel

Modified on Mon, 26 Sep, 2022 at 12:11 PM
Removing or Deleting Investors and Capital Commitments from FundPanel

Modified on Tue, 25 Apr, 2023 at 4:44 PM
Creating and Sending a Capital Account Statement (Salesforce Classic)

Modified on Tue, 19 Feb, 2019 at 3:48 PM
Investor and Investment Vehicle Records in Fundpanel

Modified on Mon, 26 Sep, 2022 at 12:10 PM
Creating a GP Commitment

Modified on Wed, 21 Feb, 2018 at 5:20 PM
Creating and Sending a Fund Communication

Modified on Thu, 7 Nov, 2024 at 12:35 PM
Fund: Schedule of Investment Report

Modified on Wed, 17 May, 2023 at 1:42 PM
How to Setup a New Account (Advisor / Investor / Investment Vehicle)

Modified on Tue, 26 Jun, 2018 at 2:56 PM
Recording Capital Call Payments (Via Xero & Manually)

Modified on Mon, 17 May, 2021 at 2:59 PM
Creating a Capital Call

Modified on Tue, 21 Mar, 2023 at 6:40 PM