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

Fundraising Over-ride checkbox field on the Fund object/page to disable visibility during fundraising.

* ‘Fundraising Over-ride’ checkbox field on the Fund object/page
** If this field is checked off, when *any* Investment Vehicles are selected within the portal that have *either* a Potential Commitment *or* a Capital Commitment, nothing shows up related to that Capital Commitment on any of the Tabs except the ‘Fundraising’ tab. This should default to not being checked off

The 3rd bullet is for the following scenario

* A fund may be fundraising, and it closes 10 capital commitments, but there are 10 other potential capital commitments which have not yet closed. In this situation, they may not want the closed capital commitments to be able to see the Fund tab and be able to view the ‘Total Commitments’ of the fund until the fund is fully closed. For example, if you were the first investor to close your $1m commitment, you may be a bit concerned to see that the fund has ONLY raised $1m and you are the only investor

Other than how things show up in the portal above, the Potential and Capital Commitment should operate the same way

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