Fund Settings controls the fund-level information that appears across the platform and in generated documents.

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Identity

Use Identity to maintain the fund name, ticker, logo, and icon. These values affect how the fund appears in the sidebar, mobile header, dashboards, and documents. Demo Fund Settings identity tab showing branding and legal profile controls Keep logos clear and readable at small sizes. The icon should work inside a square tile.

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Wallets

Wallet settings store the fund’s supported payment or settlement addresses. Review wallet details before sharing payment instructions with investors. Demo Fund Settings wallets tab showing wallet configuration

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Access controls

Access controls determine which platform features are available for the fund. Change these carefully because they can affect investor and team workflows.

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Portfolio

Portfolio settings record fund value and share count history. These entries affect dashboard charts, share price display, portfolio calculations, and investor documents. Demo Fund Settings portfolio tab showing share value history controls Before saving portfolio updates, confirm the date, fund value, and total shares. Incorrect portfolio history can make charts and document calculations confusing.

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Best practice

Treat Fund Settings as the source of truth for fund presentation and operating assumptions. Review settings before major investor communications, document generation, or governance activity.