Investor Relations (14)

Investor Relations Templates & Column Definitions (Fund Uploads)

Modified on Fri, 20 Oct, 2023 at 3:53 PM
Investor Relations Upload Reference Guide

Modified on Fri, 30 Sep, 2022 at 11:39 AM
Importing Wire Instructions into FundPanel

Modified on Fri, 30 Sep, 2022 at 11:20 AM
Exporting Wire Instructions from FundPanel Report

Modified on Fri, 30 Sep, 2022 at 11:17 AM
How to Create and Edit Contacts in FundPanel

Modified on Fri, 30 Sep, 2022 at 11:43 AM
Historical Capital Call Upload Guide

Modified on Fri, 17 Nov, 2023 at 10:29 AM
Uploading Historical Capital Calls with Identical Capital Call Amounts & Dates Paid

Modified on Fri, 30 Sep, 2022 at 11:46 AM
Migrating Capital Call, Distribution, Capital Account History

Modified on Fri, 30 Sep, 2022 at 11:47 AM
Reviewing Your Uploaded Fund Data

Modified on Mon, 12 Jun, 2023 at 6:18 PM
Adding Additional Fundraising Types & Fundraising Folders

Modified on Tue, 6 Feb, 2024 at 2:33 PM