Funds

Funds represent investment vehicles within an investor organization. They help your team organize investors, track commitments and units, view portfolio activity, and maintain fund-level documentation in one place.

What Funds are used for

Use Funds to:

  • Group investors under a specific fund vehicle
  • Track commitments and related “units” (when your organization uses unit-based tracking)
  • Monitor portfolio activity tied to the fund (deals, totals invested, average deal size)
  • Store fund-level documents in a structured data room
  • Centralize fund configuration (mission, investment types, industry focus, sizing, and primary contact)

What you see and what you can do may vary based on your organization’s configuration and role permissions.

Funds list (at a glance)

Figure 1 — Funds list view

The Funds list appears under Investor Company Profile → Funds and provides a quick snapshot of each fund. Common columns include:

  • Name
  • Investors (count)
  • Committed (total committed amount)
  • Active (status indicator)

Use this view to quickly identify active funds and compare commitment levels.

Create a new Fund

Figure 2 — Create Fund modal

To create a fund, click New Fund from the Investor Company Profile (Funds tab).

In the Create Fund modal, you may be asked to provide:

  • Name
  • Target Fund Size
  • Pitchmark (internal short identifier)
  • Total Units (if unit-based tracking is enabled)
  • Committed
  • Investment Size (selection)
  • Investment Types
  • Industries of Interest
  • Mission (short statement)

Submit to create the Fund and make it available for team use.

Fund details workspace

Figure 3 — Fund workspace (tabs and summary panels)

Selecting a fund opens a dedicated workspace with tabs and summary panels.

Right-side summary (Fund Information)

A Fund may show a quick summary panel including:

  • Fund Total
  • Members
  • Investors
  • Capital
  • Units Committed
  • Units Available

A separate Contact Information panel may show the fund’s primary contact details.

Common Fund tabs (high level)

1) About The Fund

This tab typically includes fund-level positioning and preferences, such as:

  • Fund Mission
  • Industries of Interest
  • Investment Size
  • Investment Types
  • Basic fund details and high-level context

Use this as the “profile” page to understand what the fund focuses on and how it invests.

2) Members

The Members tab helps manage the people/entities associated with the fund.
Common elements include:

  • A member table (e.g., name, investor count, committed, units, ownership fields)
  • An Invite Member action (when enabled)

Use this tab to keep the fund’s investor/member roster accurate over time.

3) Portfolios

This tab summarizes portfolio activity tied to the fund.
You may see:

  • High-level totals (e.g., Total # of deals, Total invested, Average deal)
  • A portfolio company table (company name, closing date, total invested, etc.)

Use this tab to quickly understand the fund’s deployment and deal history.

4) Data Room

The Data Room provides fund-level document storage in a folder structure.
Common actions include:

  • Upload File
  • Folder navigation/tree
  • Create Folder

Use this area to store operational documents, investor materials, and other fund-related files.

Edit a Fund

From the Fund workspace, click Edit Fund (if you have permission). Typical editable fields may include:

  • Fund identity (name, pitchmark, avatar)
  • Targets and tracking (target fund size, total units, committed)
  • Investment preferences (investment size, investment types, industries)
  • Primary contact selection
  • Mission text
  • Optional appearance settings (e.g., colors)

Notes

  • “Committed”, “Units Committed”, and “Units Available” depend on how your organization tracks allocations.
  • If you don’t see Invite/Edit actions, it may be permission-based.