QuotaBook|User Guide - 4. Updating Capital Calls and Distributions

4. Updating Capital Calls and Distributions

🚩 Navigate to the fund’s page → [Distributions / Capital Calls]

Adding Capital Calls

  1. From [Distributions / Capital Calls] tab, click on [Add Capital Call] from the upper right

  2. Select capital call type (initial or additional), update the date and investment amount and click [Submit]

    (You must fill in required fields with * to save the updated information)

Adding Distributions

  1. From [Distributions / Capital Calls] tab, click on [Add Distribution] from the upper right

  2. Select a specific date for distribution, update distribution amount and management/incentive fees and click [Submit]

    (You must fill in required fields with * to save the updated information)