Welcome to Intralinks FundCentre Fundraising! Below is a library of video tutorials with detailed instructions and walkthroughs for the Fundraising application. Watch these instructional videos to learn essential processes if you are a GP Admin in Fundraising, or refer to the corresponding documentation for step-by-step guidance.
Click a topic below to learn more about FundCentre Fundraising.
Getting started with FundCentre Fundraising
Before working in your Fundraising portal, you need to activate your Intralinks account. Watch the introduction video tour to help you get started with your Fundraising portal.
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Account Activation See this demo on how to activate your Intralinks account. |
General Partner Introduction Watch this video for a tour of Fundraising from the perspective of a GP Admin. |
Marketing Outreach
Watch these video tutorials for guidance on marketing outreach workflows within the Intralinks FundCentre Fundraising application.
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Create a Campaign You must create a campaign for an opportunity to associate with a fund.
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Create a Landing Page A Landing Page is essential to include with teasers for a campaign sent out to potential investors |
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Create an LP Banner The LP Banner is available for display to Limited Partners within the dashboard when logged into your portal.
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Add and manage Contacts Contacts must be added before they can be invited to your portal; including other GP Admins and Limited Partners. Contacts can be sent teasers prior to being invited to your portal.
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Create a Teaser Teasers can be customized with templates per campaign, and are emailed directly to selected contacts you have added.
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Reference Documents Reference documents are used for marketing content that can be reused to share with various recipients.
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Document Management
Before uploading documents to your portal, review your configurations for both document groups and document types. If the document groups display feature is enabled in your portal, limited partners will see documents organized in groups for navigation. Document types must be selected when documents are uploaded.
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Overview of Document Groups Watch this walkthrough for details about using document groups, if this feature is enabled within your portal. |
Overview of Document Types Watch this video to learn how to manage document types within your Fundraising portal. |
Working with Documents Watch this video to learn how to manage document types within your Fundraising portal. |
Template Management
There are several customizable templates available that you can manage, including consent terms for Limited Partners invited to your FundRaising portal.
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Manage Templates View instructions on how to manage various templates types and use merge fields to expedite your workflow. |
Overview of Consent Templates Watch this walkthrough to learn how to create and manage consent templates. |
Entity Management
See the detailed steps with the tutorials below on how to add and manage entities within your Fundraising portal.
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Add and manage Companies Companies can be added to associate with contacts and provide rich context.
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Add and manage Funds Learn how to add and manage funds within your Fundraising portal. |
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Add and manage Investors and Link Investments Investors represent a legal entity such as a company, an individual, LLC, etc. When an investor is linked to a fund, an investment is created within your portal.
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Add and manage Permissions for Contacts Permissions must be added to contacts in order to invite users to your Fundraising portal. Permissions range from broad to narrow access. Watch this tutorial for an in-depth walkthrough.
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Bulk Uploads
Save time using bulk actions to perform bulk uploads within your Fundraising portal. Watch the detailed tutorials below for step-by-step instructions.
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Bulk Upload Companies Watch this tutorial to see how companies can be added in bulk. Companies can be associated with contacts and provide rich context.
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Bulk Upload Contacts Save time by adding contacts in bulk to your Fundraising portal. Contacts will not have access until they are invited to your portal. |
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Bulk Upload Investors Investors represent a legal entity such as a company, an individual, LLC, etc. An investment is created when an investor is linked to a fund. Watch this video to see how to add investors in bulk.
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Bulk Upload Investments Investments are created when an investor is linked to a fun, and investments can be added in bulk after investors have been added to your portal.
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Bulk Upload Permissions Watch this tutorial for an in-depth walkthrough on how to assign permissions to contacts in bulk. Separately, contacts need to be invited to your portal.
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