As a Compound client, you have a Compound team email address (e.g., teamFirstName@withcompound.com). Email this address to streamline your financial operations. You'll always receive a prompt, personal response.
How to use the digital admin
- Updating your dashboard: Forward any updates needed to your dashboard and Compound will handle it for you (e.g., a new private investment, an updated 409A valuation, or a new manual asset).
- Organizing your files: Forward any file and Compound will automatically upload, organize, and tag it to the Compound vault (e.g., K1s, 1099s, Account Statements).
- Managing your private fund investments*: Onboard any fund to Compound by sending over their contact information. Compound will reach out to the fund and begin receiving all important documentation. This keeps your dashboard up-to-date at all times (e.g., tracking capital calls, uploading K1s, etc.).
- *Fund Administration requires additional onboarding that your Financial Manager can streamline. Compound needs additional information about each fund in order to fully setup your Digital Admin
If you have any questions about your Digital Admin, please reach out to your Financial Manager.
