For Private Companies

Fundraising 101

Shares

Meeting & Consents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self-Onboarding

Dashboard

Data and Reports

For Investors

Fund

Portfolio

Invest / Performance

Others

1. Creating a New Fund

🚩 Navigate to [Investment Management] → [Funds]

  • [Funds] portal will show you a high-level overview of each registered fund by displaying an assortment of data including Fund Type, Total Commitment, Capital Call Amount and Investment Amount.

  • You can create a new fund by selecting [Create Fund] on your top right

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Creating New Funds

1. Navigate to [Investment Management] → [Funds], and select [Create Fund] on your upper right.

2.Submit the required fields - Fund Category, Fund Type, Currency Type and press [Submit]. 

(You can always edit the initial inputs or add additional information if needed) 

3. The newly created fund will appear below [Fund Name] - select on specific fund and it will direct you to the fund dashboard.

For Investors

For Private Companies

For Investors

For Private Companies