Deal Pipeline

Funds

This functionality is specifically for SRI

The Funds panel contains the details of the fund related to that deal. The details included are:

  • Name: Name of the Fund.
  • Fund Currency- The currency of the Fund. It will automatically populate.
  • Stake: Percentage stake in the deal.

To modify a Fund, follow the below steps:

1. Click on the Add Fund button in the top right corner of the panel.


2. Click on Name field. A new window will be displayed with list of funds. Click on the Fund Name.


3. Fill the Stake field. Click the Check button to save the details.