Is the 'Notes to LPs' feature under 'Initiate Capital Call' visible to LPs or is this internal? How is it typically used?
Since the amount of capital call is typically distribtued among the LPs based on their capital commitment to the fund. However, how do we handle request such as LP wants to pay more now and less later?
Hi, I am having trouble navigating the BackOffice functions of Decile Hub. I am working on this assignment where I have an LP who has invested money and I need to generate an annual report, set up a capital call, and experiment with updating a valuation. For this assignment, I have added the capital from my LP who signed a PACT and is at the closing stage, but nothing is not showing up in the capital accounts tab, so I can't even generate an annual report. Does anyone have any insights or tips? Thanks in advance
How does Decile Hub handle multi-currency transactions in financial reports?
The Chrome extension has quit a few fields to pull in contact information, but it's missing Location. is there a way for a user to add location as a field to Chrome, or are these Chrome extension fields set internally? [Screenshot 2025-03-20 at 5.27.56 PM.png]
I would like to update a deal memo I already submitted. How can I edit it?
How do I edit a custom data point I've already added to prospects in the funnel? (As another aside, I added a drop down "Geo Group" with results like SoCal, NorCal, NorEast... so we could group people for traveling events. However I've now learned every new entry has the first option automatically applied (SoCal) rendering those results useless and my data bad. I now need to go in and add a 'None' option first so that new entries don't get added to SoCal...) I'm surprised a result from the drop down is being automatically added, where all the other custom fields I applied are happy to be blank when a new entry is created. Bit of a bummer.
Is there a portfolio view for all the active startups in a fund?
I have two named prospects in my pipeline (Josh and Scott), they are both from the same organization. I created the organization, and I linked them, but all three are still appearing in teh funnel as three separate entities: the two individuals and the organization. How do I get them to appear as just the organization?
How many active users are using the Decile Hub platform, and how many of those are fund managers?
I am trying to create an agent workflow in n8n and need the base url for the api in order to pull information. What is the url? I can't seem to find it.
Is there a way to edit the intake form? Would like to present the selection criteria as bullet points ... [image.png]
Hey, just alerting the team that this is a very basic question Base's LLM should be trained to know[Screen Shot 2025-03-06 at 10.25.20.png].
I already tried saving it on google sheets and is doesn't work either.
I’ve entered a company to start a file and make notes about them for investment consideration, and then the company submitted through our website with additional info and it went into the funnel in ‘Added’. I’d like to merge these 2 entries for the same company but don’t see a feature to do it.
I have decile hub integration into gmail. I see that i can send emails via decilehub. But it's unclear if decile hub is capturing emails that are sent to contacts when I send that email outside decilehub and instead natively through my linked gmail account. I have examples where the email is captured by decile hub and correctly linked to the contact. But in other situations it seems not to work. It definitely doesn't work if I send the email in Gmail first and then next add the contact into decilehub. Two questions. 1. What is the intended behavior here so I can understand? 2. Ideally, decilehub would use the gmail integration and would pull in all communication into the user record in decilehub regardless if the email was sent via decilehub or via gmail directly Thanks!
I have decile hub integration into gmail. I see that i can send emails via decilehub. But it's unclear if decile hub is capturing emails that are sent to contacts when I send that email outside decilehub and instead natively through my linked gmail account. I have examples where the email is captured by decile hub and correctly linked to the contact. But in other situations it seems not to work. It definitely doesn't work if I send the email in Gmail first and then next add the contact into decilehub. Two questions. 1. What is the intended behavior here so I can understand? 2. Ideally, decilehub would use the gmail integration and would pull in all communication into the user record in decilehub regardless if the email was sent via decilehub or via gmail directly Thanks1
I have a newsletter on mailchimp so need to import my unsubscribes over
I'm looking for the standard "email viewed" capability that is in CRM products.
Hi hub! I update the URL name but the old name still appears on the main URL/Investment Form URL. Am I missing something?
I created a pipeline, but now I can neither rename it or completely remove it. Is there a fix? Thank you in advance!
Hi All! I just recently joined Decile Hub. I'm beginning to add my LP prospects, and I have a good deal of previous communications in my Google email inbox. Is there a way to import LP prospects from previous email threads on my linked Google account, or do I have to add them in manually? Thanks!
When I add a view in the funnel, how can I include only a subset of the pipeline in it?
Hi! After installing the extension including the API Key, I keep getting stuck on this extension page (see screenshot). I removed the Extension and re-downloaded it, but still getting the same issue. [Screenshot 2024-10-27 at 1.35.02 PM.png]
Hi team, I'm part of Cohort 16. Can the admin team please send calendar access to prajay@holocene.africa? I would like to have all events/sessions on my calendar. Thanks! Best, Prajay