Investor Relations (14)

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
Using Reports to Review and Validate Your Uploaded Fund Data

Modified on Tue, 5 Aug at 4:14 PM
Adding Additional Fundraising Types & Fundraising Folders

Modified on Tue, 6 Feb, 2024 at 2:33 PM
Updating Investment Vehicle Information using the Dataloader

Modified on Tue, 27 Feb, 2024 at 11:40 AM