Capital
Invite LPs
In short. On Weltee Capital open Investors (LPs), Invite LP, Invite Investor, Create Invite, then Copy invite link. The product often does not email that link. LP opens /invites/:id, signs in with Google, accepts on Personal Firm connections, then records or links a holding. Roster badges: Active (Linked), Invited, Pending Request, Rejected. Fundraising can Invite as LP or Invite committed LPs.
From the roster
- Open Investors (LPs).
- Invite LP. Dialog: Invite Investor.
- Create Invite.
- Share the invite → Copy invite link.
Capital often does not email that link. Send it yourself.
The LP opens the link, signs in with Google, and finishes on Firm connections. Until they link a holding, they are not Active (Linked).
Status badges
Active (Linked), Invited, Pending Request, Rejected.
From Fundraising
Invite as LP or Invite committed LPs from the prospect pipeline. Same invite link afterwards.
What LPs see
Their units, NAV, called, distributed, unfunded. Reports. Files: unsigned pack from the fund, then the signed PDF both of you keep. Upload signed pack. Mark as signed. They do not see the GP desk or the private data room.