GP portal overview | FundCentre Fundraising

Applies to: Fund managers (GPs)
 

FundCentre Fundraising provides end-to-end fundraising coverage. You can prepare marketing materials for a new fund which can be sent to potential investors. You can share documents, capture investor interest, obtain commitments, and onboard investors. If you are an InvestorVision customer, you can sync the data to InvestorVision. 

When you are ready to onboard investors, you can easily access the FundCentre Fundraising application if you have access to it, by clicking the Onboarding shortcut at the top of the screen. 

How to work with the grids

Some grids will have all of the following capabilities. Others will have some of them.

Filter a grid

Click the down arrow next to a filter name and select the items you want to filter by. To remove a filter, click the x in the filter.

Export a grid

1. Click the Export button. The Export Data screen is displayed.
2. To download the export, click the name of the export file. It is downloaded as a ZIP file.
3. Double-click the CSV file within the ZIP file to open the file in Microsoft Excel.

Exported data can be downloaded at any time. Select Exported Items from the Manage menu and click the name of the export to download it.

Change the grid spacing

To decrease the spacing between rows, move the Compact Rows toggle to the right. To expand the spacing, move the Compact Rows toggle to the left.

Choose which columns to display in the grid

You can choose which columns to display in the grid and the order in which they appear. You can save up to five custom views to focus on the data you need.

When you export the grid, only the data from the current view is exported.

To create a new view:

1. Click the manage grid icon on the right side of the screen.
2. From the Manage Columns tab, select the columns that you want to display.
3. Click and drag the icon in front of a column name to change the column order.
4. (Optional.) Click Preview to review the layout.
5. (Optional.) To save the grid view, click Save This View. Enter a name for the view and click Save. You can save up to five views. The saved views are displayed in the Saved Views tab.

To display a saved view:

1. Click the manage grid icon on the right side of the screen.
2. Click Saved Views.
3. Select the view that you want to display.

To delete a saved view:

1. Click the manage grid icon on the right side of the screen.
2. Click Saved Views.
3. Click the trashcan icon next to the view you want to delete.
4. Click Confirm.