Positions
This is an incorrect statement about Positions.
What is an Initial Capital Balance?
This is what an investor puts into an investment?
What is a Contribution?
These are the two reports that you can notify investors about multiple distributions?
What are the Distributions and the Distributions Batches reports?
This is a tab of the Company Settings that you can customize membership classes.
What is the Financial tab?
This is what an investor receives based on their original investment.
What is a Return?
This is the page where you are able to upload multiple distribution batches.
What is the Investments page?
This is where you can find the Fund ID in AppFolio Investment Manager.
What is the Webpage URL?
This is the page that you would notify investors about a new distribution.
What is the Distribution Details page?
This is the page where you can enable NACHA payments on.
What is the APPF page?
These are THREE options that can be used to calculate ownership percentage in AppFolio Investment Manager.
What are Contributions, Unreturned Capital, and Committed Amounts?
This is the page where you are able to preview the Capital Call Notice.
What is the Capital Call Details page?
This is the view on the Investment settings where a General Partner can add a new bank account.
What are the Financial settings?