How to edit fund information?

Learn how to add & edit fund specific information

To add and edit information on your investment vehicle (information can be included in the LP Report):

  • Navigate to the top bar and click EDIT > FUNDS.
  • Click EDIT next to the fund whose information you would like to edit.
  • Fill out the information and click SAVE.

You are able to edit the fund's basic information, as well as details on investment focus, key economic terms, operations and governance & service providers.