Target LP Workflow

Target LP Workflow panel allows you to capture the workflow related to potential investors’ investment in a fund. This panel is applicable to Master Fund, Feeder Fund, Fund SPV, and Fund of Funds.

To edit a workflow, follow the below steps:

1. Select the investor for which you are updating the workflow.

2. Click on Edit () icon in the top right corner of the panel.

3. The fields will be activated. Click the checkbox against the stages which have been completed and enter the date on which it was completed. Click Save.

4. Based on the stage completed, the Last Activity column in the Target LP panel will be populated.