How do I complete fund profile?

• Navigate to Funds Summary > Fund > Profile tab and click the buttons (one at a time): 
  • Edit (at the top of the Basic Information section, on the right)
  • Describe your fund 
  • Add contact information 

• Fill out the fields in the dialogs that appear and click on Save. 

If you need more information, please read the detailed answer below. 

Please keep in mind that the Fund Profile cannot be changed: 

• by a Manager without Full Discretion rights 
• if the Fund is restricted 

The Fund Profile that the Institutional Investor must complete consists of: 

• Basic Information: Asset Class, Inception Date, Manager & Tenure, Company Website, Social Media Links – LinkedIn, Twitter, Facebook 
• Fund Description, or qualitative information about your Fund, product, markets and customers 
• Investor Contact Information: Name, Contact Email and Phone Number
• Investment Professionals: Managers with Full Discretion rights defined on the My Institution page > Management Team tab are displayed here. To learn more about defining investment professionals, please refer to How do I invite a team member?
  To learn more about Full Discretion rights, please refer to the Permissions and access explained section of How do I manage fund permissions and access? 

To complete the Fund Profile, please follow the steps below: 

1. Click the buttons (one at a time): 
   • Edit (at the top of the Basic Information section, on the right)
   • Describe your fund 
   • Ad contact information
     

    2. Fill out the fields in the dialogs that appear and click the Save button.