Create a Fund

Users with the appropriate permissions can create a new Fund in Insight at anytime. 

1. In the left-hand navigation, under Insight, open the Funds page
2. Open the Funds tab
3. Click Actions and then select Add Fund
4. Fill in the Fund's Name
5. Select the Fund's Strategy (using the dropdown or type into the text to add a new Strategy tag)
6. Input the GP Legal Entity
7. Select the Fiscal Year Start or check the box for Date unknown 
8. Select the Fund Group using the drop-down
9. Click Add