Completing a digital project
Find out how to accept and start answering the information request(s) you have received.
- Filter for mandatory questions
- Include footnotes in answers
- Auto-fill / copy responses from previous project
- Copy historical data into a new project
- Suggested responses
- Add Track Record and AUM History
- Adding comments in a questionnaire
- Maintaining an image library
- Attaching documents in projects
- Set up a disclosure / disclaimer
- Respond to an investor’s follow-up
- Finalizing your draft questions
- Submit a project to an investor