Admin view vs Investor view
Short answer: Admin view is the operating console: funds, contacts, transactions, the money queue, dual-control approvals, compliance, and analytics.
Admin view is the operating console: funds, contacts, transactions, the money queue, dual-control approvals, compliance, and analytics.
Investor view is the LP experience: their dashboard, statements, documents, tax forms, and self-service money movement.
Some surfaces — like Controls & Audit — exist only in Admin view and are structurally invisible to investors. Ask Docent “what does my LP see?” and it will take you across.
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