Accessing This Page
The Funds page is available to Investment Firm and Law Firm subscribers. If your organization does not have an active subscription, you will see a paywall screen with an option to upgrade.
Click Funds in the left-hand navigation bar.
Note: The Funds icon is not visible to Administrator Firms or Individuals.
Overview
The Funds Overview page is your portfolio-level view of all funds within your organization. What you see on this page depends on your system role:
Admin: You will see a firm-wide command centre with aggregate metrics and a card for every fund in your organization. You can also add new funds from this page. For guidance on this, see: Adding a New Fund
User: You will see a filtered view showing only the funds associated with transfers you are actively participating in. Firm-wide metrics are not displayed.
Law Firm view
Law Firms working across multiple Investment Firms can manage funds on behalf of those firms directly from the Funds Overview page. Each fund card shows the owning Investment Firm's logo in the top-right corner, making it easy to distinguish funds across clients.
The Funds Overview also includes:
Search: by fund name or Investment Firm name
Filter by Investment Firm: narrow the view to a single client at a time
Law Firm Admins can also create new funds on behalf of an Investment Firm. See Adding a New Fund.
Metric Cards (Admin Only)
If you are an Admin, two summary cards appear at the top of the page:
Total Funds: The total number of funds across your organization.
Total Investors: The total number of unique investors across all funds.
Important: These metric cards are not visible to Users. They contain sensitive firm-wide business intelligence that is restricted to Admins.
Fund Grid
Below the metric cards (or at the top of the page for Users), your funds are displayed as a grid of cards sorted alphabetically by fund name. Each fund card shows the following information:
Firm logo: The owning Investment Firm's logo, shown in the top-right corner of the card and on the fund's detail header. The logo comes from the firm's Organization Settings, and is especially useful for Law Firms working across multiple Investment Firms, where it distinguishes funds by client.
Fund Name: The name of the fund, displayed as the card title.
Strategy: The fund's investment strategy (e.g., Growth, Buyout).
Vintage Year: The year the fund was established.
Investors: The number of investors in the fund.
Fund size: The total capital committed to the fund, displayed in the fund's currency (e.g., $1,250,000,000 or £50,000,000).
Viewing a Fund
Click on any fund card to navigate to that fund's detail page. For full details on what you will see there, see Single Fund Overview
If no funds are available, the page will display a message depending on your role:
Admin (no funds created): You will see a prompt to create your first fund, along with a + Add New Fund button.
User (no assigned funds): You will see a message explaining that you are not currently assigned to any funds and that funds will appear once you are added to a transfer as a participant.
For any further questions or assistance, please reach out via the chat on the platform or contact the Navys support team at [email protected].