Projects

Project Management

• Cap Table Overview
• Add a New Project
• Add and Edit Classes
• Building a Multi-Tiered Project
• Show and Hide Classes on Org Chart
• Update Project Status and Close Date

See all 7 articles

Investment Management

• Add Investments
• Edit Investments
• Delete Investments
• Move Investments
• Transfer Investments (100%, 50/50 Split, and Partial Transfers)

Assets

• Asset Images
• Asset Summary Details

Entities

• Entities Tab: Guided Overview

Loans

• Loans Tab: Guided Overview