Investor Relations

Showing 104 of 186

1 VOTE

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

over 3 years ago in Investor Relations 1 Planned

1 VOTE

Add Support for Unit Trusts to Capital Calls, Distributions, Account Statements

Different Classes of UnitsClass AClass B No value until waterfall.

over 3 years ago in Investor Relations 1

1 VOTE

Create SPV Fund Type and better support SPV with other objects

No description provided

almost 4 years ago in Investor Relations 0

1 VOTE

Lightning Issue with Account>Contact Roles> Edit Contact Roles Button URL Fails in Lightning

almost 4 years ago in Investor Relations 0

1 VOTE

Add Start & Close date field to commitment object

This is tracked in our reporting workbooks currently, but would be especially helpful when onboarding.

almost 4 years ago in Investor Relations 0 Planned

1 VOTE

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

No description provided

about 4 years ago in Investor Relations 1 Planned

1 VOTE

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

about 4 years ago in Investor Relations 0 Planned

1 VOTE

User Specific File Uploads, aka let a user upload files associated with them

This is great for Deal Flow when obtaining information about the LP or Investment Company

over 4 years ago in Investor Relations 0

1 VOTE

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

1 VOTE

Add Carried Interest to Capital Account

Normally Realized and Unrealized have Carried interest factored into them.Some people need a seperate field we are using Contigent loss as a work around

over 4 years ago in Investor Relations 0

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