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Lana Kamffer

Fahim Kaidawala

Learn how to use your fund manager's investor portal, powered by Caruso

The Investor Portal

Cyran Castelino

Learn how to manage investing entities, accounts, beneficial owners and tasks

Managing Investors

Learn how to manage funds, data rooms, and assets

Managing Schemes

Rukhsar Keshwani

Learn how to manage allocations, capital calls, and distributions

Managing Transactions

Sophie Andre

Learn how to manage team mates, roles and other settings

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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