Onboarding a New Deal
Quickly navigate to the entity creation step by navigating here
Adding a New Company
Log into Lumonic and navigate to the entities tab in the left hand sidebar.
Select the namespace (e.g., "Companies" or "Borrowers") where you want to add the entity.
Click "+ Add [entity]" within that namespace view.
Enter the entity name, upload all required files, and apply appropriate document tags to each file.
Jump to this step by navigating to app.lumonic.com/newdeal
*Optionally, assign a parent entity to set up the hierarchy (e.g., linking a portfolio company to a fund)
Click "Create" to create the entity.