by Mike Perlongo | Apr 11, 2023
What are Fundraising Contacts? Fundraising Contacts allow you to keep stock of the people from the investor side associated with fundraising processes. You can see fundraising contacts from the “Fundraising Contacts” section on the bottom of any fundraising page. How...
by Mike Perlongo | Apr 11, 2023
What is a Fundraising? A Fundraising record tracks your efforts to get an individual investor to commit to an individual fund. Think of it as a bridge between an investor and fund. Here, you can see all the communications that you’ve had with the investor surrounding...
by Mike Perlongo | Apr 11, 2023
How can I view details about this Fund? When accessing a deal page, the Acuity tab will load by default, providing you with relationship intelligence related to that fund. To edit the specific details of the record, click on the “Details” tab from the tab...
by Mike Perlongo | Apr 11, 2023
What is the Deal Team? The Deal Team allows you to keep stock of the people associated with Deal processes both within your firm and externally. This could include members of your team who are managing the deal, intermediaries who sourced the deal and/or are advising...
by Mike Perlongo | Apr 11, 2023
What is the path at the top of the Deal record page? The path at the top of the Deal record page shows the stage of the deal, providing a visualization of where you are in the deal process. Each segment in the path corresponds to a value in the “stage”...
