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Investor Relations

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Select or Remove Investment Vehicles for Fund Communications

Select Investment Vehicles or Remove for Fund Communications
over 4 years ago in Investor Relations 0 Planned

Allow 3 different Capital Call Emails Call, Past Due Call, Call Paid Reciept

Allow 3 different Capital Call Emails Call, Past Due Call, Call Paid Reciept
over 4 years ago in Investor Relations 0 Planned

Don't Allow Deleting Contact role if it is set as the Wire Instructions Submitted by

Don't Allow Deleting Contact role if it is set as the Wire Instructions Submitted by
over 4 years ago in Investor Relations 0

Add Domicile & Beneficiary Name for Return to investment Vehicles

Need This for the Tax Fields we are pushing out.Domicile is a drop down with Foreign or DomesticBeneficiary Name for Return is Text field
over 4 years ago in Investor Relations 0

BUG: Capital Call PDF Fund Name is cut-off due to Line Height

No description provided
over 4 years ago in Investor Relations 0

Sample report we can easily do once IRR is working

sample report we can easily do once IRR is working Standard report we can build into the app itself so will be available to all clients right away.
over 4 years ago in Investor Relations 0

Bug: Validate Issue with Failed Fund Communication not showing Failure only Not Yet Sent

https://fundpanel.freshdesk.com/a/tickets/7032
almost 5 years ago in Investor Relations 0

Create Popup for when Sending By Vehicle and Individual to explain what is about to happen.

AKA. When sending by vehicle/company summary it will NOT merge contact fields & it will combine all emails from that entity into TO.For Individual, ONe email is sent per person and ALL field merges work.
almost 5 years ago in Investor Relations 0

Schedule Send for Fund Communications

In a perfect world we would schedule and email send and it use a class that spawns a new apex job scheduled for that date/time that would then trigger the email send.
almost 5 years ago in Investor Relations 0

Late Admission Interest Discussion

Financial Ventures Studio Capital Call Preferred Returns(Name Ben Used capital call and Statement)Late Admission Interest Summed up on the Account Statement Customized Orgs:Financial Ventures StudioPrime Movers LabHarbinger Late Admission Comes i...
almost 5 years ago in Investor Relations 2 Planned