Review the fund-data dashboard
Open the organization-scoped Signals dashboard and interpret its shared master-fund and organization-specific reporting sections.
Use Dashboard to search the current master fund records and compare them with the selected organization’s filing and capital summaries.
Before you begin
You need a signed-in Infra One account and a membership in the intended organization. Open Signals from the app switcher after selecting the organization, or use https://signals.infra.one/<org-slug>.
The dashboard mixes a shared reference view with organization-specific summaries. Keep that scope difference in mind when comparing totals.
Review the dashboard
- Open the complete organization-scoped Signals URL.
- Select Dashboard in the sidebar.
- Review Total unique funds and Geographic regions as shared master-view measures.
- Review Total capital tracked, Recent filings, and Top strategies by capital for the organization in the URL.
- Under Fund records overview, use Search to find a fund or manager.
- Apply filters for Fund name, Fund manager, Strategy, Geographic focus, or Category as needed.
- Use the field picker and column sorting to compare the relevant records.
Fund records overview keeps the latest ingested record for each normalized fund name across all sources. It is not limited to datasets uploaded by the organization currently selected in the header.
Success check
The visible table and summary cards reflect the intended scope: shared master-fund measures for the overall reference view and organization-specific values for capital, filings, and strategy summaries.
Troubleshooting
- The bare host does not open a Signals dashboard: include the organization slug or enter through the app switcher.
- The organization is rejected: the signed-in account must hold a membership in that organization.
- A fund appears in the table but not in Recent filings: the master table is shared, while Recent filings is organization-scoped.
- Total capital tracked is empty: that total uses fund-size values from the organization’s datasets. Current fund-size data comes from Preqin records and is formatted in USD.
- Search returns nothing: clear filters and confirm the spelling in Fund name or Fund manager.