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Portfolio - Stock Splits

No description provided
about 5 years ago in Portfolio 0

Track/report on portfolio Ownership over time

Peter to provide more detail \- there is a detailed Trello card that will be referenced
about 5 years ago in Portfolio 0

Create a report that shows Individual Commitments/Fund Per Company summary. So If Company X is part of a Fund and 3 Commitments show the level of commitment by the 3 investors to that Company Summary.

No description provided
about 5 years ago in Portfolio 0

Portfolio: Track Ownership over time, Ownership $ roll-up added to Company Summary

Please see attached for the proposed solution for tracking ownership over time The nice thing about this approach is that it shouldn't affect the *existing* data within our orgs. Fundpanel users would need to book the new Capitalization updates, b...
about 5 years ago in Portfolio 0

Copy Excel Portfolio Modeling Tool into Salesforce either with Einstien or Visualforce

No description provided
about 5 years ago in Portfolio 0

Portfolio - Currency Conversion

No description provided
about 5 years ago in Portfolio 0

Capitalization / Ownership Update

Need to update to include conversion ratio to better calc ownership percentage
about 5 years ago in Portfolio 0

Transaction Layout Is not setup with Sync To Xero Lightning Button that works within Lightning. (Update in the package)

No description provided
about 5 years ago in Portfolio 0

Financial Request Update

Enhancements: - a better way for the user to know who has submitted financial entry and what companies are still outstanding. - The Company Summary column should also allow for sorting from A - Z and vice versa. - companies don’t want a blank form...
about 5 years ago in Portfolio 0

Have the ability to customize the instructions on the Financial Entry Page found by using the Financial Entry Link on the Company Summary

We need to update the Investment Management Package to allow the VisualForce Page "FinancialsEntry" to be editable on local Orgs We have several clients asking for the VisualForce page "FinancialsEntry" to be customized. Mostly they are just looki...
about 5 years ago in Portfolio 0