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Fund Setup Flow

Complete fund initialization workflow across multiple domains.

Flow Diagram​

Domains Involved​

  • Fund: Create fund entity
  • Bank Account: Create fund bank accounts
  • Accounting: Initialize chart of accounts
  • Investor: Register and process initial investors

See Fund Setup Coordinator for detailed documentation.

For retrofits or schema upgrades, review the Fund Migration Coordinator to understand additional safeguards before reusing this flow.