5. Updating General Meetings
Fund Management

Fund Management

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

🚩 Navigate to the specific fund’s page → "General Meetings" tab

  • From the "General Meetings" tab, you can update and track general meetings relating to the fund.
  • This section is designed to allow fund managers to track and log deal specific meetings

Creating Meetings

1. From the [General Meetings] tab, select [Create Meeting] on your upper right.

2. Update meeting title, type of attendance, meeting agendas and other relevant data and select [Submit].

3. You have the option of attaching meeting specific documents within the [Create Meeting] if you so wish

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

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