Convert an Active Fund to Completed Status

Two key steps to convert an active fund to a completed fund:

• Configure the Distributions Table (optional)
• Change the Fund Status to Completed

Configure Your Distributions

When a fund is sold, you may have new distributions of different types for your investors.  For example, a distribution that is a profit or a return of capital that you didn't have before.  To accurately report this information to investors, you must ensure that your distributions are set up properly for the related fund.  Read more on configuring distributions here.

Change the Fund Status to Completed

Finally, you will want the system to reflect the newly completed status so you will need to update the fund status which is quite simple:

1. Navigate to the fund page.
2. Click Edit Details.

3. Change the Fund Status from Active to Completed.