Fund Details Page: Requests Tab
The Requests tab displays a compiled list of all investment requests for the related fund. Here you can view, edit and accept investment requests, as well as add investment requests individually on behalf of contacts. Login Actions can be applied to contacts of the related fund for various purposes, such as providing verification information, signing document, etc.
NOTE: Any requests that may come externally from a public minisite will not be put into this list until you create a contact for this external request and assign them to an investor associated to the fund.
Add Investment Requests
To add an investment request manually on behalf of a contact, click the +Add button, complete the fields and click Submit.
View, Edit, and Accept Investment Requests
After the investment request is submitted, you can View, Edit, or Accept the request. You can use this table to keep track of your investment requests and manually add investment requests on behalf of investors using the +Add button. Additionally, you can cancel any investment requests that are no longer current or applicable to this fund by clicking on Cancel under the Manage column as seen above. Click OK when the popup appears.
View
Click Request ID to see the details of the Investment Request.
Edit
Click Edit to open the form and modify the Investment Request Commitment amount as needed.
Accept
Investment requests should only be accepted once the investor has completed all of the requied actions and signed the required subscription documents.
Keep in mind when admin clicks Accept for an investment request, the investment amount will be added to the Financials tab and become an investment in the fund on the portal for the contact to see. It remains visible on the Request tab with an Accepted status.
NOTE: Any unpublished financials uploads will appear on the Functions: Data page. Click the Upload ID hyperlink to go directly to the Data Wizard to publish the upload