How to view the main Funds section


1.- When entering the system, it will redirect to the "Dashboard" module, you must click on "Assets", from the left side menú:



2.- It will display the Funds cards.



3.- Where you will have the option to sort them by:


  1. Fund name
  2. Last update




4.- Additionally, it can be ordered in the form of a list by clicking on the icon next to the mosaic icon.



5.- The funds created will be displayed as a list.



6.- If you want to display the cards in larger sizes, click on the mosaic icon.



7.- The data that will be shown on the cards is as follows:


  1. Number of properties associated to the Entity
  2. Capital raised = Add up all contributions
  3. Current fund equity = Current Equity + Cash on Hand
  4. Current estimated fund equity = Estimated Current Equity + Cash on Hand
  5. Cost basis of properties = Sum of “Current Basis Of Property” of all the properties within the fund






8.- If there are more than 12 items, the paging will be displayed at the bottom of the screen.



9.- Where you can select the items you want to be displayed per page.


Note: It will take several seconds depending on the number of selected ítems to display.



10.- Or click on the icon of the next date to see the next page.



11.- The following screen will be displayed after several seconds the cards will be displayed.



12.- If you want to return to the previous page, click on the back icon.



13.- If you want to return to the top of the screen, click on the up arrow icon.