06For existing limited partners
LP login.
Existing limited partners and venture partners sign in to CIMA, the Candou Investment Management & Analysis platform.
Questions about your account? Write to info@candouventures.com.
CIMA FAQ
How do I view my profile or reset my password?
On the top right of any page there is a pull-down menu where you can choose My Profile or Change Password.
How do I set up an investment profile (individual, entity, trust or joint)?
When you log in, click your profile picture or the My LP Profile tab, then click the +Create new Profile button. An individual profile is required.
Why set up multiple investment profiles?
CIMA lets you pick the investment profile you want for each deal from a drop-down, based on your financial and tax objectives, so it helps to set them up beforehand.
How will I hear about new deals?
CIMA emails you when a new deal with a memo is ready, with its opening and closing dates. Open deals are also marked “NEW” on your DEALS tab.
I have a co-Trustee. Do I need to add their information?
If your Trust Agreement requires your co-Trustee’s signature, update the Trustee profile in CIMA so it is added to your DocuSign. Contact the fund administrator if you need to change this after a deal has begun.
Where do I see my investments and documents?
The Deals tab shows each investment, the profile you used and your signed documents. The Portfolio tab shows an overview, Financial Statements and Pro Forma Performance, plus documents our admin uploads after closing.
What is pro forma?
When warranted, our CFO captures changes to a portfolio company’s valuation based on its latest fundraising. It is only an indication and may or may not be the real market value of a share.
What is QSBS?
Qualified Small Business Stock. The QSBS exclusion may let an eligible taxpayer exclude up to 100% of eligible gain from the sale of qualifying stock. Final qualification depends on factors to determine with your tax advisor; see the IRS guidelines.