1. Creating funds
Fund Management
investor

Fund Management

This page explains how to manage your funds, partners and more on QuotaBook.

🚩 Navigate to [Fund Management] → [Funds]

  • [Funds] page will show you every fund and related data that your company manages.
  • You can add new funds by clicking on [Create Fund]

Creating new funds

1. From [Fund Management][Funds], click on [Create Fund] from the upper right.

2. Update fund information and click [Submit].

(If you do not have much information about the fund at this stage, simply update the * required fields first. You can always update or edit fund information later on.)

3. Check that your fund has been newly added to the fund list. Click on it to be directed to the fund’s overview page.

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