QuotaBook|User Guide - 3. Managing LPs and Partners

3. Managing LPs and Partners

🚩 Navigate to the fund’s page → [Partners] tab From [Partners] tab, you can update and manage information about your partners and their commitments.

Adding LPs and Partners

  1. From the [Partners] tab, select [Add Partner]
  2. Input all required fields and click [Submit]
    (You must fill in the required fields with * to save the updated information)

Managing Partner Contact Points List

  1. Click [⁝] on the right side of the bar and click [Edit] to update partner information
  2. Update/Edit information and click [Submit]
    • Email logged for partner will be used to invite the user to the LP Portal