Solutions

Start a project and hand it off at any stage. Assign collaborators, designate a Project Lead, and keep everyone aligned. Company participants are automatically notified of new projects and their roles. 

Design, record, update, edit, and share capital structures with grant dates, priority, and Waterfall Switches for interpretation while creating an audit trail and online reference.

Create and duplicate methods, variants, and projects with editable inputs for specific payoff structures under varied scenarios.

Print graphs, charts, and tables for board decks and liquidation examples for corporate documentation.

Compare multiple variants using multiple browser tabs, share for live collaboration, publish for project lead promotion, print, download, and more.

Through defined user roles and progress milestones, the application is set to be the system of record for clients throughout the life of the investment.