Fund Raising

The Fund Raising panel contains information about potential investors who can invest in funds. The details included are:

• Fund Name: Displays the fund name in which investment has been made. 
• Fund Currency: The field will automatically be populated from Funds Module.
• Interest Level: Select the investor’s interest level in the fund whether low, medium, or high.
• Status: Select the status of investment, whether an opportunity, has been committed or declined.
• Likely - Commitment: Input the potential amount of investment that the investor may invest.
• Likely Closing: Select the investment stage, whether the investment made is at the initial stage, middle, or final.
• Notes: Enter notes, if any.
• Last Activity: This field will automatically be populated from Fund Raising Workflow.

To modify fundraising details, follow the below steps:

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

2. The fields will be activated. Click on search () icon.

The Funds window is displayed. Search for the fund name. Select the filter on the top left corner. Search results are displayed. Click on a Fund Name to add them as a member. 

3. Click on Check()  button to save the details.

4. To edit fundraising details, click on the Edit icon () in the Actions column. Update the details and click on Check () button to save.

5. To delete fundraising details, click on the Delete icon () in the Actions column. The delete window is displayed. Click OK to delete the fundraising details.