New Fund Checklist

GeoffreyOConnell

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...

JenWindram

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

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.