Investor Relations (50)

Creating and Sending a Fund Communication

Modified on Thu, 7 Nov, 2024 at 12:35 PM
Preparing a Capital Call Fund Communication

Modified on Fri, 11 Jul at 1:49 PM
Xero API Overview and Set-up

Modified on Tue, 14 Mar, 2023 at 5:54 PM
Creating a Portal Admin Account in FundPanel

Modified on Wed, 12 Mar at 12:10 PM
Locating & Inputting the Bank ID for a Salesforce Fund

Modified on Wed, 26 Feb at 3:39 PM
Creating a Capital Account Statement

Modified on Thu, 24 Oct, 2024 at 3:14 PM
Booking a Transfer of Commitment in FundPanel

Modified on Fri, 20 Sep, 2024 at 11:15 AM
Capturing Multiple Wire Instructions in FundPanel for an Investor

Modified on Fri, 13 Sep, 2024 at 2:21 PM
Adding Action Button Links to the FundPanel Portal

Modified on Mon, 5 Feb, 2024 at 11:24 AM
Updating and Approving Fund Wire Details

Modified on Fri, 3 Nov, 2023 at 1:32 PM