The Funds Summary > Fund page allows the Institutional Investor to view the details of a Fund, complete and update the Fund Profile, edit Fund Settings, manage Fund Permissions and Access for the Management Team, and more.
The page has 6 tabs:
- Portfolio: shows the total amount invested, portfolio value, unrealized gain/loss, the Holdings details table, and allows you to create sale tickets
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- Open Sale Tickets: contains open sale tickets of the fund and allows you to cancel them
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- Settled Sale Tickets: displays Institutional Investors’s settled sale tickets
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- All Transactions: displays the Investor’s transactions occurring on primary and secondary markets and allows them to view Asset History Details (by clicking on Asset ID)
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- Profile: allows the Institutional Investor to complete the Fund Profile
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- Settings: allows an Institution Admin to edit the Fund details provided during Fund registration and manage permissions and access to the Fund for the Management Team members
