Viewer
Internal IR Summary
A live view across investor reach-outs — Hegd Growth Equity Fund (Cat II) & Hegd Multi Asset Public Market Fund (Cat III, proposed)
Pipeline by Stage
Contacts by Category
Relationship Ageing — Days Since Last Touchpoint
KYC Status Mix
Follow-up Queue — No Touch 30+ Days
| Investor | Last Touch | Days |
|---|
Commitment Snapshot
Recent Touchpoints
IR Database
Investor & contact register, synced live from ContactIQ. To add or edit contacts, use the ContactIQ tab.
| Name | Category | Type | Location | Mode | Referral Source | Last Touch |
|---|
LP Fundraising Pipeline
Drag cards to move stage · + Task per contactLP Documents
Confidential vault — stored privately in Supabase, admin-only. Files download in their original format (PDF / Word / Excel / image).
Upload a Document
| Document | Type | LP | Format | Size | Uploaded |
|---|
Manage document types
A type can only be removed once no documents use it. To reassign a document, change its type in the Type column of the table above.
Users & Access
Manage who has admin access, and link each investor to a login. Admins are stored securely in Supabase.
LP Portal — 24×7 Investor Access
Your capital account, drawdown notices and fund updates — secure and always available.
Welcome back, —
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Newsletter — Hegd Compass
DemoFund newsletters (Hegd Compass) will be delivered and archived here for you to read and download.
Placeholder — demo only.
Placeholder — demo only.
Reporting & Documents
DemoFund Updates
DemoMy Tasks
Every task assigned to you, across all contacts and pipeline stages.
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