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Investor Relations

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Create Related object to Capital Call named Paid Amount or Invoice to register multiple Payments and their dates

Create Related object to Capital Call named Paid Amount or Invoice to register multiple Payments and their dates
over 4 years ago in Investor Relations 1 Planned

Hide From Roll Ups Field for Cap Calls/Distributions (Maybe Commitments?)

Hide From Roll Ups Field for Cap Calls/Distributions (Maybe Commitments?)
almost 4 years ago in Investor Relations 1 Planned

Add Start & Close date field to commitment object

This is tracked in our reporting workbooks currently, but would be especially helpful when onboarding.
about 4 years ago in Investor Relations 0 Planned

Add Linkage to Company summary to Stock Distribution, maybe allow multiple traunches for Cash distributions?

No description provided
over 4 years ago in Investor Relations 1 Planned

W9 Client Comunication Type where Only Include Vehicles that have W9 date older than the last 3 years

W9 Client Comunication Type where Only Include Vehicles that have W9 date older than the last 3 years
over 4 years ago in Investor Relations 0 Planned

Add Transfer Object

Need an object for Transfers so we can better show it instead of it being a hack.
over 4 years ago in Investor Relations 0 Planned

Select or Remove Investment Vehicles for Fund Communications

Select Investment Vehicles or Remove for Fund Communications
almost 5 years ago in Investor Relations 0 Planned

Allow 3 different Capital Call Emails Call, Past Due Call, Call Paid Reciept

Allow 3 different Capital Call Emails Call, Past Due Call, Call Paid Reciept
almost 5 years ago in Investor Relations 0 Planned

Late Admission Interest Discussion

Financial Ventures Studio Capital Call Preferred Returns(Name Ben Used capital call and Statement)Late Admission Interest Summed up on the Account Statement Customized Orgs:Financial Ventures StudioPrime Movers LabHarbinger Late Admission Comes i...
about 5 years ago in Investor Relations 2 Planned

Add Fund Inception Date Field to Funds. Manually Entered

No description provided
over 5 years ago in Investor Relations 0 Planned