Capital Calls Detail
Language
Sex
Email Blast Status
Use the checkboxes to include/exclude individual recipients.
Subject
Body
Preview
Preview for the first selected recipient.
Contact Us
Total Committed
Total Called
Remaining
Committed by Fund
Called vs Remaining by Fund
Top Clients by Nr. of Funds
Currency Split
Clients
Mail Contacts
Total Committed
Total Called
Left to Be Called
Summary by Fund
Call Progress
Capital Call Timeline
Expenses (totale) e' distribuito proporzionalmente al Commitment. Le Management Fees, se attivate con lo switch, sono la percentuale del cliente (colonna Fee_Pct) moltiplicata per il suo Commitment. Puoi comunque sovrascrivere il valore per singolo cliente nella tabella qui sotto.
Pre-selected clients already subscribed. New clients can be added by selecting them and entering a commitment. Expenses e Manage Fees sono precalcolati in proporzione al Commitment, ma puoi modificarli manualmente riga per riga: il valore custom resta fisso finche' non cambi fondo.
PDFs are stored in staging until you explicitly save them.
Use
View
to preview,
Download
to get a copy,
Save
to copy permanently to the client folder
PF$wwwDocs/<Login>/
.
Committed
Called
Left to Call
Cumulative Perf.
Clients
Current Value
Upload Document
Add Monthly Data Point
Add Monthly Client Values
File Manager
Naviga con “Open folder” (albero limitato alle radici consentite). Le altre cartelle del server non sono visibili.