Read-only demo — nothing here can be changed.
View as Fund Manager Investor
Book a real demo Start Now
2

Edit Fund

Update the details of your fund.

Numbers only (no $, commas, or letters)

Numbers only (no $, commas, or letters)

Uncheck if this is an open-ended fund without a lock-up period

Whole number of months (e.g. 12, 24, 36)

Fund dates (optional)

Shown as Not available on the dashboard until entered.

%

Enter a number between 0-100 (without the % sign)

You entered: (Must be between 0-100%)
%

Enter a number between 0-100 (without the % sign)

You entered: (Must be between 0-100%)
%

Enter a number between 0-100 (without the % sign). Optional.

You entered: (Must be between 0-100%)

Investors onboarding to this fund will fill out this template's AI-generated questions and the auto-extracted form. You can change this later.

Public funds appear in the investor marketplace. You'll get a notification when an investor expresses interest, and you decide whether to send them a proposal. Existing invited investors retain their access regardless of this setting.

Need finer control? Set per-document visibility tiers for each attached file: Manage Attachment Visibility →

Fee Display Settings

Control which fee information is shown to investors. Unchecked fees will display as "Not Disclosed" to investors, but you will always see the actual values.

Show expected return percentage to investors

Show management fee percentage to investors

Show incentive fee percentage to investors

How this works:

  • Checked (default): Investors see the actual fee value
  • Unchecked: Investors see "Not Disclosed" instead
  • Note: You will always see the actual values in your dashboard

Empty Field Settings

Control how empty fields appear to investors. By default, fields without values show "Not disclosed". Enable "Hide if empty" to completely hide the field from investors when no value is set.

Hide this field entirely if no value is set

Hide this field entirely if no value is set

Hide this field entirely if no value is set

Hide this field entirely if no value is set

How this works:

  • Unchecked (default): If a field has no value, investors see "Not disclosed"
  • Checked: If a field has no value, the entire field is hidden from investors

Tax Withholding

Default: off. Enable for international investors or funds with mandatory withholding requirements. When off, investors see distributions as a single amount with no tax breakdown.

When enabled, the tax rate below is applied to each investor's gross distribution.

Range 0-1 (0.15 = 15%). Ignored when "Withhold tax" is off.

Click to upload

or drag and drop

.pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .jpg, .jpeg, .png, .gif, .webp, .svg, .mp3, .wav, .m4a, .aac, .ogg, .mp4, .mov, .webm, .avi, .mkv are supported (25MB max file size)

Wire Payment Settings

Configure wire transfer options for this fund. When enabled, investors will see wire transfer as a payment method on their commitment page.

Investors can pay by wire transfer. Set up bank details below.

Automatically confirm wires when Plaid detects a matching transaction on this fund's linked bank account.