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February 2019 Client Webinar - Commitments and Capital Calls - Video

Some key takeaways:

  • Create a commitment request (02:30)
  • Add investors to commitment (04:25)
  • Request commitments (05:38)
  • View automated commitment email (from an investor's perspective) (08:11)
  • Review editable automated emails (08:25)
  • Make a commitment (from an investor's perspective) (09:12)
  • Rename metrics in dashboard preferences and class preferences (11:52)
  • Manage commitments (13:02)
  • Add capital call and request funds (14:45)
  • Review automated capital call email (from an investor's perspective) (18:18)
  • View capital call details on Investor Dashboard (18:51)
  • Manage capital call payments on Transactions tab (19:43)
  • View completed capital call information on Investor Dashboard (21:37)
  • Review multiple capital call contributions (25:16)
  • Q&A (26:14)
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