K-1 Consent Exposure Report

If and how many of an Investor’s Contacts have given K-1 Consent can be determined using the K-1 Consent Exposure Report. If one of the Investor’s Contacts has given K-1 Consent, the Date Signed will be displayed. This report can be filtered by Investing Entity and K-1 Consent Status. This report can be exported as a CSV file.

Steps

1. In the navigation bar, click Reports.
2. Click the tile that says ‘K-1 Consent Exposure’.
3. Select the Investing Entity.
4. If desired, select a Signed Status (Signed/Not Signed).
5. The results will load as the filters are selected.
6. The results can be exported as a CSV file by clicking ‘Export’.
7. To reset the report, click ‘Clear Filters’.