Add Financing History to Context Sheet
pjohnmeyer opened this issue · 0 comments
pjohnmeyer commented
Scope
Desired Outcome
1 row per preferred stock class
- Initial closing date:
⚠️ Calculated, needs requirements from working group(s) - Most recent closing date:
⚠️ Calculated, needs requirements from working group(s) - Original issue price: From STOCK_CLASS object
- Adjusted conversion price:
⚠️ Calculated, needs requirements - Conversion ratio: Use existing calculation
- Liquidation multiple: From STOCK_CLASS object
- Participating: Y if STOCK_CLASS has a participation cap, N otherwise
- Participation cap: From STOCK_CLASS object
To-Do
- Determine necessary in-tool calculations and document for review and approval
- ocf-package: Are the necessary OCF Files being processed?
- model: Are the necessary OCF Objects being consumed?
- Develop workbook against Model interfaces.
- Implement actual Model
- Integrate and test end-to-end