Loading...
How to add RIA access for LP on portal?
- Go to Capital Accounts in the Firm Admin area of Hub
- Click on the LP's name to open the slideover
- Click on the Contacts tab in the slideover
- Enter the additional contact's name
- If the Person is already in your system, you can click their name. Otherwise, click Add Person.
- Click Add Contact
- Click on the newly added Contact, which will open the Person's edit slideover on the People page in a new tab
- Enter the contact's email address
- Click Save Changes
After following these steps, the person will need to sign up for Decile Pro using the same email address you've just added as a contact. They will now have access to the LP's Decile Pro data/files for your fund.
Apply to VC Lab Cohort 22
Get full access to Decile Base and the Decile Hub venture platform for free by joining the VC Lab program.
Apply to VC Lab Cohort 22