On the main menu bar, click Investors > Funding Entities.

Click on the funding entity you want to view.

The Overview section shows the amount of capital that has been invested in the entity to date, the current value of the funding entity, whether the funding entity has lost or gained in value, and any carried interest you have indicated for the entity.

You can change who you view the Overview information for by using the drop down menu. You can select the funding entity itself (default view), or any of the owners in the entity.

You can also view who has legal signing authority or administrative access to the funding entity.

On the left hand navigation of your funding entity, you'll find many options. Here's an overview of how to understand and manage them.

Owners shows the owners currently committing capital to the fund.

Files displays any files related to the funding entity.

Notes displays all notes and discussions related to the funding entity.

Invoices displays all invoices for the fund.

Portfolio shows the current investments in the funding entity's portfolio and can be sorted by overall funding entity information, or individual owner. 

Disbursements shows any funds that have been disbursed to the funding entity from another source, such as a company exit.

Funding Entities displays the funding entities that this funding entity has ownership in.

Funds displays any funds that this funding entity has invested in.

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