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.)
