Personal
Firm connections
In short. On Weltee Personal, Firm connections is where an LP or company invite becomes a holding. Open the invite link, Sign in with Google, accept. Then Record holding, Create a new holding, or Link an existing holding (LP units or GP commitment). GP roster shows Active (Linked). Running Capital or Startup does not auto-create the Personal holding. After Publish to LPs, NAV and calls land on that holding.
Firm connections is the Personal page for fund and company invites. Operating the other seat does not book the holding.
From a fund invite
- The GP on Capital presses Invite LP, then Create Invite, then Copy invite link. Capital often does not email that link. Someone has to send it.
- You open `/invites/…`. Sign in to accept or Accept invite, with Google.
- You land on Personal. Open Firm connections.
- Accept. Then Record holding, Create a new holding, or Link an existing holding. Types include LP units and GP commitment. Personal still needs the share count and share type.
- On the fund roster you become Active (Linked).
When the GP presses Publish to LPs, this holding moves: NAV, called, distributed, unfunded. Pending calls show as money owed.
From a company
Startup Invite to portal or Email pack can land the same way: accept on Firm connections, then record or link the stake.
Investor portal
If you already have funds, Your funds live here at the investor portal door. Sign in to the investor portal or Open your funds.