New Fund Checklist

GeoffreyOConnellGeoffreyOConnell Posts: 1 ✭
First Compass Anniversary CSuite Photogenic
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...

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  • JenWindramJenWindram Posts: 23 ✭✭✭
    10 Comments 25 Likes Summit 2024 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

  • MikePuccioMikePuccio Posts: 11 ✭✭✭
    First Compass Anniversary 10 Comments Game Changer CSuite
    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

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