Investor Relations (50)

Creating and Sending a Stock Distribution

Modified on Tue, 18 May, 2021 at 6:03 PM
Recording Capital Call Payments (Via Xero & Manually)

Modified on Mon, 17 May, 2021 at 2:59 PM
Attaching Additional Files to FundPanel Communications

Modified on Fri, 14 May, 2021 at 1:33 PM
Sending Capital Calls from FundPanel to Xero

Modified on Thu, 18 Mar, 2021 at 4:50 PM
Re-Using Historical Fund Communications' HTML Source Code (PDF & Body)

Modified on Thu, 3 Dec, 2020 at 5:13 PM
Creating and Sending a Capital Account Statement (Salesforce Classic)

Modified on Tue, 19 Feb, 2019 at 3:48 PM
Mass Update Capital Calls

Modified on Mon, 7 Jan, 2019 at 4:42 PM
Editing Capital Account Records (Individual/Mass Edit)

Modified on Mon, 15 Oct, 2018 at 5:10 PM
How to Setup a New Account (Advisor / Investor / Investment Vehicle)

Modified on Tue, 26 Jun, 2018 at 2:56 PM
Creating a GP Commitment

Modified on Wed, 21 Feb, 2018 at 5:20 PM