I am having trouble with the BackOffice functions of Decile Hub-Potential User Settings Bug

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Ashley Rose

Mar 22, 2025

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

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2 answers

VC Lab Assistant

Decile Base AI

Mar 22, 2025

To access the Back Office functions in Decile Hub, ensure you have the necessary permissions, as these features are limited to Decile Partners and Decile Launch program members. If you face issues with capital accounts not displaying, verify that your LP's status is correctly set to CLOSED. If problems persist, contact your account administrator or Decile Hub support for assistance.

How do I check my permissions?

Ashley Rose

Mar 22, 2025 8:56pm

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Woody Butler

Mar 22, 2025

Hi Ashley,

We realized some of the instructions for this assignment was unclear / some of the actions we instructed aren't quite possible in Hub. Here are some updated instructions for this assignment (these I believe got emailed out in an update yesterday, so may have been missed):

"(Hub Fund Accounting) Dive into the fund accounting features of Decile Hub.
While going through the steps, keep a bulleted list of any questions you have.
Go through the example workflow of closing an investor:

Add at least one example prospect to your fundraising funnel. Copy that prospect to your Closing funnel. This will create a capital account in your Capital Accounts section.
You will see that under Capital Accounts, the capital account is not enabled since it has not yet been approved by an accounting team member. (Since this is just an exploration of the product, it will remain that way.)
Next, go set up a capital call for 20% without saving it. The list of capital accounts to call from will be blank since there are no enabled capital accounts.

Generate Reports for the Fund

Go to the Fund Overview and generate a report for the venture capital firm, noting the different sections that it will include. Most of these will be blank, that's okay.

Lastly, go to Decile Base to get all of your questions answered, and, if your question is not sufficiently answered, then you can, selectively, “Ask the community for a better answer”.

Thanks for the response. I have two example prospects set to closing in the Limited Partners Funnel subsection of the Fundraising section. I set both of the examples to closing, but nothing shows up in the Capital Accounts section and I get an error message when I try to generate a report. Am I missing a step or do I not have the correct permissions? Thank you!

Ashley Rose

Mar 22, 2025 9:00pm

Ashley we just put out another update a few days ago, this should be unblocked fully now, and you should have a closing pipeline to copy to. (Which will create the capital account)

I am having trouble with the BackOffice functions of Decile Hub-Potential User Settings Bug

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