Portfolio Management - Document Center

Document Center

Fund Forecasting's Document Center enables you to manage and track deal or fund related documents in one place.

How to add a document?

1. Go Documents from the sidebar.

2. Click on Add Document.

3. Give the document a name, tag it to an investment, and categorize it (you can create a new category too). This step is optional.

How to add multiple documents?

1. Go Documents from the sidebar.

2. Click on Bulk Upload.

3. Tag the document to an investment (optional).