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Round Detail Recalculate Valuation Snapshots

*User Story Description*_As a package user want the Recalculate Valuation Snapshots button to work in Lightning without reloading the page so I can work more efficiently._ After pressing the 'Recalculate Valuation Snapshots' button in Lightning, t...
almost 5 years ago in Portfolio 0

Record Non-Financial Information under Company Sumary - Blackbird Ticket 5200

No description provided
almost 5 years ago in Portfolio 0

Send Notifications when Company Summary Financial request is submitted - Blackbird

No description provided
almost 5 years ago in Portfolio 0

Remove the following Valuation Type: Note Conversion(???)

Currently when a note conversion occurs and the equity transaction is recorded, it gets an initial valuation type of 'Note Conversion'. This causes an error in calculating the 'Unrealized Value' field and consequently does not generate a FMV for t...
almost 5 years ago in Portfolio 0

Note Conversion into Multiple Rounds

No description provided
almost 5 years ago in Portfolio 0

Company Summary - New Fields & Check Boxes

As a **package user** I want to have the following fields and check boxes to help me track the progress of the portfolio companies. 1. Under company summary detail, under the "total fully diluted shares" calculated field can we add a formula field...
almost 5 years ago in Portfolio 0

New Cost Field

What?
almost 5 years ago in Portfolio 0

Auto Select Contact Record Type and Auto Populate Contact Fields based on Contact Record Type

We would like the ability to automatically select the Contact - Portfolio record type if a user is creating a new contact in a Company Summary Record. Afterward, we would also like the ability to automatically populate the Company Summary in the A...
almost 5 years ago in Portfolio 0

Company Summary - Total Current Cost/Value

No description provided
almost 5 years ago in Portfolio 0

Capitalizations - Fully Diluted Shares

No description provided
almost 5 years ago in Portfolio 0