Onboarding Process

Welcome | Getting familiar with our Knowledge Base
Welcome to Fundriver! We are so excited to have you join our fabulous community! We are eager to show you around and get you all set up with your new databa...
Wed, Oct 20, 2021 at 5:11 PM
The Onboarding Experience | What To Expect
Welcome to Fundriver Balance! We’re excited to have you join the 500+ organizations that already use Balance. We know that changing your endowment managemen...
Tue, Jun 7, 2022 at 1:44 PM
Onboarding Meeting 1 | Kick-Off
Kick-Off Meeting Prep: Schedule Kick-Off Meeting Fill out Onboarding Questionnaire (submit at least 3 days prior to Kick-Off Meeting) Optional: Preview ...
Thu, Jun 30, 2022 at 9:23 AM
Onboarding Meeting 2 | Walkthrough
Walkthrough Meeting Prep: Schedule Walkthrough Meeting Successfully sign into your Fundriver database Familiarize yourself with how to set up your spend...
Thu, Jul 7, 2022 at 1:43 PM
Onboarding Meeting 3 | First Posting
First Posting Meeting Prep: Schedule First Posting Meeting Prepare a listing of any new funds that were established in the period you will be posting Cr...
Wed, Sep 15, 2021 at 9:11 AM
Data Load Template and Instructions - 2021
This template is used to provide Fundriver with your initial data to get your new database set up. Please note that Fundriver currently has two versions o...
Thu, Nov 18, 2021 at 6:05 PM
Data Load Template and Instructions - 2020
This template is used to provide Fundriver with your initial data to get your new database set up. Please note that Fundriver currently has two versions of ...
Wed, Sep 1, 2021 at 12:20 PM
FAQ: Data Load Template
Q: Do I need to load all my data during the initial implementation data load? A:  No. At a minimum, all noted required fields must be loaded to create yo...
Wed, Sep 1, 2021 at 11:39 AM