What are secondary contacts?
A secondary contact is a user who is granted access to a LPs investment in a fund. Users will only be able to view documents tagged with the document type they have permission to view.
What are the different document permissions?
Annual and quarterly reports | Unaudited and audited fund level financial statements |
Annual meeting | Document shared with the LPs notifying about meetings to share results and goals |
Capital account statements | Net worth of the investor's capital(NAV). If not outlined as a separate permission, can be considered as part of the financial packet(please confirm with the GP) |
Capital calls | Capital call notices |
Distributions | Distribution Notices of realized gains (cash, in-kind, etc) |
General | Documents that do no fall within other categories |
Legal | Legal documents such as LPA, subscription agreements, side letters, etc |
Tax | K-1's (tax form containing information for tax returns) |
Wire instructions | View and edit LP wire instructions tab |