New Fund Checklist
GeoffreyOConnell
Posts: 1 ✭
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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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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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.
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.
Mike Puccio | Apiscommunityconsulting@gmail.com | 360-298-8881