Exporting Preferred Return Schedules in Bulk
Overview
The preferred return schedules can be downloaded in bulk for a given class from the Bulk Actions drop-down from within the Cap Table. The file will be received as a zip file and emailed upon completion. There are two requirements for this option to be enabled from the Bulk Actions drop-down.
Prerequisites:
- The Preferred Return rate must be set at the class level from within the Edit Classes page (Class Details section).
2. The Preferred Return Template must be added to at least one waterfall, with the same class saved into the rule. The checkbox to "Use this rule to drive Unpaid Preferred Return calculations" must also be checked. If you are unfamiliar with Waterfalls, please review our Getting Started and Adding Rules articles first.
Workflow
Once your prerequisites are met, you can navigate to the Cap Table when you are ready to export the preferred return schedules.
1. Click one or more investors to get started. If you would like to download all preferred return schedules in the class, select the check-all checkbox.
2. Select Bulk Actions > Download Preferred Return Schedules:
3. A message will appear in the top-right corner of the screen: "Your export has started. You will receive a notification when the export is available."
4. Select the notification bell to pull down your IMS notifications. Click "Download Export" to receive a ZIP file with the schedules for the investors that were selected in the class from Step 1.