Projects
Set up new and manage existing Projects, Assets, Entities and Loans
Project Management
- Cap Table Overview
- Add a New Project
- Add and Edit Classes
- Building a Multi-Tiered Project
- Show and Hide Classes on Org Chart
- Update Project Status and Close Date
Investment Management
- Add Investments
- Edit Investments
- Delete Investments
- Move Investments
- Transfer Investments (100%, 50/50 Split, and Partial Transfers)
- Bulk Add Investment