Adding a new category of transaction that works as a management Fee. At the portfolio level, adding a toggle switch to show calculations before and after management fees. This way we can track...
Groups should have the ability to mark a holding as "Exited" or "Inactive" in their investment holdings table.
Marking a holding as Exited would hide the row from view (but it would still be...
Fund Manager (GP) account types should have the ability to create "sponsored pipelines" that function similarly to how Funds work, where subscribers (LPs or potential LPs) to these fund pipelines see...
Add a button, either within each portfolio or as a general group setting, that allows users to hide any holdings from the investment holdings table that have FMVs of $0. The holdings would still be...
% Ownership Field should be added to the investment holdings table, as a manual data entry field to the right of the Total Value field. The % Ownership Field would not sum up to a portfolio metrics...
Ability to bulk upload files and folders with different permission settings. This would render the need to manually create individual updates for unique files that need to be sent to different...
It would be nice if the Emails / Users lists in distribution lists were easier to navigate for keeping up to date as recipients change and get added/deleted. Specifically, because they're not...