Users with the appropriate permissions can create a new Fund in Insight at anytime and add Limited Partner (LP) details to the associated Fund. 

Create a new Fund

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 

Add Investing Parties to a Fund

1. In the left-side navigation, under Insight, open the Funds page
2. Open the Funds tab
3. Locate the applicable Fund and click to open it
4. Open the Details tab
5. In the Investing Parties tile, click the Actions dropdown and select Add Investing Party or Bulk Upload Investing Parties
   
6. If adding manually, fill out the LP's details:
   1. *Legal Entity - the name of the limited partner, as laid out in your fund documentation.
   2. Display Name -  - not required, but helpful for legal entities that share a marketing name and will group them together.
   3. Committed Capital - not required, but helpful to add now if you will be running a MFN project in the near future. 
   4. Close Date - not required.
   5. Jurisdiction  - not required.
   6. Check the box for ERISA and Fund of Funds as needed
7. Click Add