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Workspace Investor Relations
Created by Guest
Created on Oct 15, 2019

Capital Call PDF Naming Convention Enhancements

A few enhancements to the naming convention for Capital Calls would help our clients more easily differentiate and track their capital calls when moving files around.

Currently, a capital call is saved with this naming convention:

"Goldcrest Capital QP, LP - Capital Call”

To help with file organization, we would like to add the date and, if space permits (though it doesn't get tracked or exist as a field yet), the capital call number.

Ideally, the final end product for the Capital Call name would be:

"Goldcrest Capital QP, LP - Capital Call #XX June 2018”

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