How to Create Private Equity Funds with Custom Securities
How to Create a Private Equity Fund:
- Hover over Tools and select Custom Securities
- Select Create at the top right
- Select Upload Data
- Select Download our template
- Complete the template with the Levels or Returns of the private equity funds along with the dates of those levels or returns
- Save the template
- Return to the Upload Data button and upload the template
- Select Save at the top right