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Steven Miller

Missing: LP Investor Portal Link & Resend Action

Issue Category: missing_feature

Toolkit: Decile Hub AI Toolkit

Summary: Cannot retrieve LP-specific investor portal link or resend action from toolkit

Details: User needs to send wire instructions to an LP but cannot find any investor portal, resend, or closing email option in Hub. The following are blocked:

  • Retrieving or surfacing LP-specific investor portal URL
  • Accessing closing email status
  • Using resend action

This prevents precise click-by-click instructions or generation of correct LP-specific links.

This post was automatically created via the Decile AI assistant.
1 reply
Woody Butler
Hey Steven, if I understand correctly you're looking for a way to make sure one of your LPs is invited to Decile Pro, the LP portal?

If so, you can
1. Go to closing pipeline, Back Office -> capital accounts -> LP Closing
2. Click "send email" on their prospect
3. click the 1a email
4. You can re-send that email, or copy the invitation URL that renders in that email and send that separately

Let me know if you encounter any issues on this.

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