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Workspace Portfolio
Created by Guest
Created on Oct 15, 2019

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, but this update wouldn't mess with the integrity of all of the other data (Rounds, Transactions, Valuations, etc)

This update, along with Lightning's improved reporting capabilities will help quite a bit towards a better GP Dashboard

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