Managing companies | FundCentre Fundraising

  • Updated

Applies to: Fund managers (GPs)
 

Companies are used to give GPs information that they can use when talking to prospective investors. A contact's company and previous company can be entered for that contact. This information gives context to the contact. In addition, you can send documents to all contacts in a company. 

Icons_Approved.svg How to add a company

  1. From the Entity menu, select Companies.
  2. Click Add Company.
  3. Enter the information about the company. Required fields are marked by an asterisk.
  4. Click Save.

Icons_Approved.svg How to add companies in bulk

You can add multiple companies at one time using an Excel spreadsheet. A template is provided that you can download, update, then upload.

  1. From the Profile menu, select Bulk Actions.
  2. Click Bulk Upload.
  3. In the Upload Name field, enter a name for the upload.
  4. In the Upload Type field, select Company.
  5. If you have not already done so, download and complete the template.
    • Click Download Template.
    • Open the template and add your investor information. Required fields are indicated by an asterisk. Click the Template Format tab for details about completing the template.
    • Save the changes.
  6. Click Select File to Upload.
  7. Navigate to the file and click Open.
  8. Click Upload. You can view the status of a bulk upload on the Bulk Actions page.
  9. A status page is displayed. The following options are available:
    • Download Error File - This option is available if errors were found in the upload.
    • Download Original File - Lets you download the file that was uploaded.
    • Rollback - Rolls back the upload. Click Confirm to continue.

Icons_Approved.svg How to view and update company details

  1. From the Entity menu, select Companies.
  2. Click the company. Use the following tabs to view and update details:
    • Details - Shows the details about the company. You can change this information and save it. 
    • Contacts - Lists the contacts associated with the company.
    • Notes - Lists the notes associated with the company.
    • Activity Log -Lists the activity associated with the company. You can view LP or Admin activity. Note that the Creator column shows the person who performed the activity, and User column shows the object of that activity. For example, user1 (creator) impersonated user2 (user).

Icons_Approved.svg How to delete a company

  1. From the Entity menu, select Companies.
  2. Click the company.
  3. From the three dots menu, click Delete.
  4. Click Confirm.

Icons_Approved.svg How to export companies

You can export data in CSV format and then download it from the Exported Items page. Exporting the data allows you to customize reports in Microsoft Excel.

  1. From the entity grid of the entity that you want to export, click Export. 
  2. In the Exported Items page, click the name of the export that you want to download.

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