Route
Fund lane setup, dealing controls, and appointed-role binding
Outcome
Review mandate, admitted orders, official allotment, and servicing controls before opening the workspace.
Timing
~2–6 weeks to bind share-class, admin, eligibility, custody, and settlement controls.
Control roles
Mandate and dealing setup
Qualify investors and admit orders
Strike NAV, official allotment, and holdings sync
Service NAV, cashflows, and reconcile close