How to track capital calls

Managing capital calls in Visible

To track capital calls, click the settings cog in the bottom left corner of your screen. Click Fund settings from the inner left side pane.

Then, click the name of the fund to open the fund details and capital calls page. From here, click add capital call to enter your capital call information.

Alternatively, you can also get to fund settings by clicking the Investments section in the bottom left corner followed by Fund settings. Note, if you navigate to fund settings using this method, you will be taken to the specific fund you were looking at (shown in the top left corner in the example below -- NKW Awesome Fund).

Click Add capital call to add a capital call to a specific fund.

Please let us know if you have additional questions!