Operations Center

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Active Deals
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Total Conversions
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Investors
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YTD Realized Gains
👥 Investors View Pipeline →
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Send Marketing
Send materials to prospects
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Onboard Investor
Process subscription agreement
💰
Record Contribution
Log additional investment
📤
Process Redemption
Handle withdrawal request
📊 Deals View All Deals →
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Onboard Deal
Add new deal from documents
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Add Conversion
Record conversion notice
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SEC Monitor
Check for new filings
🏦 Banking View Accounts →
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View Balances
Check brokerage accounts
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Add Transaction
Record bank transaction
🔄
Update Balances
Sync account balances
📈 Monthly NAV
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Update NAV
Record end-of-month fund valuation (NAV update is performed monthly)
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Recent Conversions
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Pending Tasks
Review HCTI 8-K filing
SEC alert from today
High
Process FCUV Conversion #7
Notice received
High
Update brokerage balances
Daily reconciliation
Medium
Send Q4 statements
24 investors
Low