Create investment records and notify portfolio owner fast
Create investment records and notify portfolio owner fast
Your completed investment setup checklist often leaves the company and round unrecorded, delaying wires and reporting. Reduce manual entry and trigger onboarding notices so wires and reports complete same day.
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Overview
When a setup task is checked, this flow creates the portfolio and round records and triggers founder onboarding so your operations team doesn't chase missing data. The result: consistent records, a stamped audit trail, and onboarding notices delivered so wires and reports can complete the same day.