2. Updating fund information
Fund Management
investor

Fund Management

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

🚩 Select the fund from:

  1. [Fund Management] → [Funds] OR the lists under [Accounts].
  • You will be directed to the [Overview] tab of the fund’s page, where you can check and update fund-specific information.

Updating fund information

1. From [Fund Management] → [Funds], click on the specific fund of your interest OR click on the specific fund from the list under [Accounts].

2. From the fund’s [Overview] tab, click on the 📝edit icon to update information.

3. From ‘Info’, you can check and manage basic information about the fund.

(You must fill in required fields with * to update information)

4. From ‘Investment Restrictions’, you can check and manage investment mandates.

5. From ‘Fund Manager’, you can check and manage managers for the fund.

6. From ‘Documents’, you can upload and manage fund-related documents such as formation documents.

7. From ‘Dates’, you can check and manage key dates of your fund.

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