It's super simple to add your first fund to your profile. Just navigate to the 'Add Fund' button on your Management Company page.
1. Enter in strategy information
Start by entering your fund information, including the name, strategy description, AUM & domicile.
Next, enter in your 'Investment Strategy' - hone in on the strategy by adding a 'Methodology' and finally, select your target region.
In the Benchmarks section, select your required benchmark from the drop-down menu.
We use your second preferred benchmark and risk-free index for our advanced risk & return analysis - so make sure to enter these too!
2. Enter in stakeholder information
Add biographies for your investment and operational team, details of your service providers, and limited partners.
3. Add a share class
Fill out a share class's purchase terms. You can add, delete, and edit share classes later, on your fund's profile page.
4. Add performance
Fill out share class returns since inception. We have a handy option to upload by CSV - just download our template and re-upload with your returns!
Need to update recent performance only? Navigate to our monthly returns form to update performance for all your funds for the most recent 3 months only.
You're all set up now! Click 'Update' and proceed to the next page to view your fund profile.