How-to
IR people
A person on an investor is a contact. The person record is shared with the rest of Capsure.
Where it is
Section titled “Where it is”Sidebar, Investor Relations, then People.
What you do
Section titled “What you do”Open the individuals who act for an LP: a principal, an IR contact, a lawyer. Alex Chen can also be a founder on a portfolio company. That is one person, two relationships.
Dealflow has its own people list for targets and sources. The person is still the same record when the names match.