HELP CENTER
Getting Started
CRM
Deal Pipeline
Portfolio Company
Investee Company Portal
Investors
Investor Portal
Funds
Investee Fund Portal
Reports and Analytics
Deal Data Room
Help Desk
Document Management
Excel Add-in Integration
Email Integration
Implementation
Custom Settings
System Administration
Investor Management
Investor View
Kanban View
List View
Investor Setup
Quickly Create An Investor
Create/Edit an Investor
Create an Investor
Edit an Investor
Delete an Investor
Duplicate an Investor
Import from Excel
Export to Excel
Investor Summary
Summary Panels
Comments
Team
LP Team
Advisors
Fund Raising
Add a Fund
Fund Raising Workflow
Investments In Other Funds
Fund Raising Reports
Fund Raising Overview
Fund Raising Funnel Analysis
Fund Raising Analysis by Stage
Fund Raising Investor Summary Report
Fund Invested
Fund Invested
Investment Performance Summary (Qtr)
Drawdown/Distribution
D/D History
D/D Report
Capital Account
Investor Contribution & Fair Value
Investor Contribution Report
Fund Expenses And Other Income
Fund Expenses And Income Report
Co-investments
Existing Portfolios (Managed Co-investments)
Co-Investments (Stakeholder Panel)
Deal Pipeline (Co-Investments)
Investment Preferences (Co-investors)
Compliance
Compliance Rules
Compliance Data
Email Communication
Tasks
Task
Event
Help Desk
Email
Documents
Add a Document
Add Existing Document
Edit/Delete a Document
Download a Document
Reports & Analytics
Investor Diversification Analysis
Investor Meeting Report
Investment Preferences
Travel Planning Report
Investor Summary Report
Investor Performance Report
Co-Investors Portfolio Investment Report
Investor Contact Details Report
Capital Account Statement
Investor Statement Of Account Report
Help Center /
Downloading A Document
To download the document, click on
File Name
. The document will download.
