Applies to: General partners
The Onboarding Tasks page gives you a real-time view of every investor onboarding across all your funds. You can use it to monitor investor onboardings, filter by Status or Investor, and take bulk actions across your funds.
The page has two parts:
- Summary panels at the top - Status Report, Onboarding Amount, and Top 3 Pending Investors.
- The onboarding tasks grid below - a filterable list of all onboarding tasks.
Note: The summary panels and grid reflect all onboarding tasks you have access to. If you manage multiple funds, records from all of them appear here.
Status report
The Status Report shows the number of onboardings in each stage
| Status | Description |
| New | The onboarding is created but tasks have not started |
| In Progress | The investor is actively completing onboarding tasks |
| Ready to Countersign | The investor has signed. The onboarding is waiting for your signature. |
Filter the grid by status
- Click any status count to filter the onboarding tasks grid to records with the status. An active filter tag appears above the grid, for example, Status: New X.
- Select X to clear the filter and return to the full list.
Note: You can combine a status filter with the Fund, Investor, or Main Contact dropdowns on the grid.
Onboarding Amount
This panel shows two figures:
- Completed - Total subscription amount from onboardings that have been fully countersigned.
- In Flight - Total subscription amount from onboardings that are still in progress.
- Important - These figures reflect subscription amounts entered during the onboarding process. They are not the same as confirmed fund commitments until the onboarding is fully executed.
Top 3 Pending Investors
This panel lists the three investors with the largest total pending onboarding amount.
Filter the grid by investor
- Click any investor amount to filter the onboarding grid to that investor's records only. An active filter appears above the grid, for example, Select X to clear the filter.
- Select X to clear the filter and return to the full list.
Onboarding grid
The grid lists every onboarding record that you can access. Each row shows:
| Column | Description |
| Name | The onboarding name, typically formatted as Investor Name - Fund Name |
| Fund | The fund the LP has subscribed to |
| Investor | The LP |
| Main Contact | The primary contact assigned to the onboarding |
| Status | Current onboarding stage (New, In Progress, Ready to Countersign) |
| Risk Rating | AML/KYC assessment result: Low, Medium, or High |
| Due Date | Target completion date. Shown in red if date has passed |
| In Progress By | The team member currently working on the onboarding |
Filter the grid
You can use the dropdowns above the grid to filter by Status, Fund, Investor, or Main Contact. You can apply more than one filter at the same time. The number to the left of the dropdowns shows how many records match.
You can remove a filter by selecting X on its tag.
Note: Selecting a link in the Status Report or Top 3 Pending Investors panel applies a filter automatically. You do not need to set it manually from the dropdowns.
Compact Rows
Toggle Compact Rows to reduce row height and see more records without scrolling.
Select and act on records
Select the check box on one or more rows to select them. A blue action bar appears at the top of the grid.
| Action | What it does |
| Update | Change the status or other fields on all selected records at once. |
| Download Packages | Download subscription documents for the selected onboardings. |
| Cancel | Deselect all records and dismiss the action bar. |
Export the grid
To export the current view to a CSV file:
- Apply any filters you want reflected in the export.
Select Export in the top-right corner of the screen.
The file downloads automatically.
Note: The export includes only the records visible in the current filtered view.