New Fund Checklist

GeoffreyOConnell
GeoffreyOConnell Posts: 1 ✭
Photogenic First Compass Anniversary CSuite
edited May 29 in Finance & Operations

We're new to CSuite and coming from an "undocumented" FIMS environment.  Wondering if anyone has a New Fund checklist you'd be willing to share...

Tagged:

Comments

  • JenWindram
    JenWindram Posts: 27 ✭✭✭
    Conversation Starter 25 Likes 10 Comments Second Compass Anniversary

    Hi @GeoffreyOConnell . We have been tweaking our version a bit, but this is our current state. We tend not to fill out a lot of the Finance section, because it is really all right in CSuite when they set up the fund. We left the fields in the checklist as a reminder, really. And if any special answers are required. Hope this helps. Feel free to reach out if you have any questions.

    _New Fund Checklist Template 2023.xlsx

  • MikePuccio
    MikePuccio Posts: 11 ✭✭✭
    Rule Breaker 10 Comments First Compass Anniversary Combo Breaker
    edited June 3

    Hi @GeoffreyOConnell. The above document is a fantastic start. As you come up with your version, I would recommend designing a flow to match the tabs within a fund. This will help with data entry.

    image.png

    Mike Puccio | Apiscommunityconsulting@gmail.com | 360-298-8881

foundant ss logo

Learn more about

Foundant

Categories