Mikahla Burg

Utilize Precedent Search to find the most relevant answer to an investor query without having to know the exact terms you're looking for. With Precedent Search, you can: Ask anything of your preced...

  Log into Insight using your username and password, which will bring you to the Funds page Select the Users tab to see the list of members in your organization To remove fund access for one or...

  Log into Insight using your username and password, which will bring you to the Funds Dashboard page Click on the number under the Obligations section to navigate to the Obligations Dashboard  Fr...

 Log into Insight using your username and password, which will bring you to the Funds pageSelect the Users tab to see the list of Admins, Members, and Assignees in your organizationTo download a su...

To access the CTA Filing section On the Entities page, click into the entity you’d like to view At the bottom of the left sidebar, click into CTA Filing tab On this page, you can view all informat...

Tasks can also be marked complete in bulk. To do so, select the obligations you would like to complete and click the Actions button then Mark Complete.

Check negotiation status & key document details Learn how to quickly check the status of your negotiations. Gain peace of mind, never question where a contract stands and obtain key document detai...

From Insight Tasks, select a Task and then click ‘Add to Calendar’ to instantly sync the Task name, details, and due date as an all-day event to your calendar.  Specify the event time and custo...

Key user types and their associated permission capabilitiesViewer:Access/view the documents within their designated permission groupIf selected, may receive quarterly precedent email with updates f...

 Admin users may access user management and make many permission updates. As an admin, to access user permissions, select “Permissions” from the upper right hand corner drop down menuTo add a new u...