---
title: Create and Configure Funds
description: With the 'Administration' panel, you can create funds, configure your fund, and explore additional options. In this article, I will provide a quick overview of the different choices available to you.
---

[Skip to content](https://help.edda.co/create-and-configure-funds#main-content)

Open main navigation

Close main navigation

 Advice and answers from the Edda Team

- There are no suggestions because the search field is empty.

1. [Edda Help Center](https://help.edda.co/?hsLang=en)
2. [Portfolio Management](https://help.edda.co/portfolio-management?hsLang=en)
3. [Fund Management](https://help.edda.co/portfolio-management?hsLang=en#fund-management)

# Create and Configure Funds

## With the 'Administration' panel, you can create funds, configure your fund, and explore additional options. In this article, I will provide a quick overview of the different choices available to you.

### Users who can create and adjust fund settings

- Administrator
- Moderator

### Creating Funds

- To create a fund, go to the ‘Settings’ or ‘Administration’ panel and click the plus button on the Portfolio section in the left sidebar.
  
  ![Screenshot 2025-09-22 at 08.26.42](https://help.edda.co/hs-fs/hubfs/Articles/Create%20and%20Configure%20Funds/Screenshot%202025-09-22%20at%2008.26.42.png?width=670&height=305&name=Screenshot%202025-09-22%20at%2008.26.42.png)
- Enter the fund name, choose the currency, and when you're ready, click ‘Configure Fund.’
  
  ![Screenshot 2025-09-22 at 08.29.24](https://help.edda.co/hs-fs/hubfs/Screenshot%202025-09-22%20at%2008.29.24.png?width=670&height=273&name=Screenshot%202025-09-22%20at%2008.29.24.png)

### To delete a fund:

\- Go to Settings (click the profile icon, top right, then select Settings)  
\- Select the fund from the left sidebar  
\- Select Settings  
\- Click the '...' button (top right)  
\- Select Archive — this hides the fund from the Portfolio home page  
\- To permanently delete the fund, select Delete

Note: If you're already on the Settings page, the profile icon won't show the Settings option again

Fund Configuration

After creating your fund, you can make further configurations, such as adding figures in the Figures section, which the platform uses to calculate default metrics, reordering fields on the company page from the Company Page tab, or adjusting the format through the Options tab.

![Screenshot 2025-09-22 at 08.30.20](https://help.edda.co/hs-fs/hubfs/Screenshot%202025-09-22%20at%2008.30.20.png?width=670&height=308&name=Screenshot%202025-09-22%20at%2008.30.20.png)

If there is anything you need further assistance with, please contact our support team on the platform, we are always happy to assist.

- [Dealflow](https://help.edda.co/dealflow?hsLang=en#main-content)

    - [Administration](https://help.edda.co/dealflow?hsLang=en#administration)
    - [Company Profiles](https://help.edda.co/dealflow?hsLang=en#company-profiles)
    - [How To's](https://help.edda.co/dealflow?hsLang=en#how-tos)
    - [Features](https://help.edda.co/dealflow?hsLang=en#features)
- [Portfolio Management](https://help.edda.co/portfolio-management?hsLang=en#main-content)

    - [Company Profiles](https://help.edda.co/portfolio-management?hsLang=en#company-profiles)
    - [Operations](https://help.edda.co/portfolio-management?hsLang=en#operations)
    - [Fund Management](https://help.edda.co/portfolio-management?hsLang=en#fund-management)
    - [Graphs and Data Visualization](https://help.edda.co/portfolio-management?hsLang=en#graphs-and-data-visualization)
- [Document Center](https://help.edda.co/document-center?hsLang=en)
- [Integrations](https://help.edda.co/integrations?hsLang=en)
- [Contact](https://help.edda.co/contact?hsLang=en)
- [Administration](https://help.edda.co/administration?hsLang=en)
- [LP's portal](https://help.edda.co/lps-portal?hsLang=en)
- [General](https://help.edda.co/general?hsLang=en)
- [Use cases](https://help.edda.co/use-cases?hsLang=en)

[![Chill listening crop-3](https://help.edda.co/hs-fs/hubfs/image%20(5).png?width=73&height=24&name=image%20(5).png "Chill listening crop-3")](http://edda.co)

Edda Help Center

Copyright © 2026, Edda