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Although rare, the offering documents provide for several possibilities in the event of default. The goal is to provide maximum flexibility for the fund manager, which has the obligation to act in the best interests of the fund. Please contact advisory services with any questions.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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