3. Managing partners
Fund Management
investor

Fund Management

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

🚩 Navigate to the fund’s page → [Partners] tab

  • From [Partners] tab, you can update and manage information about your partners and their commitments.

Adding partners

1. From [Partners] tab, click on [Add Partner] from the upper right.

2. Select and update partner information and click [Submit].

(You must fill in the required fields with * to save the updated information.)

Updating partner information

1. Click [⁝] on the right side of the bar and click [Edit] to update partner information

2. Update/Edit information and click [Submit].

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