Open-Cap-Table-Coalition/ocx

Add 409A Valuations to Context Sheet

pjohnmeyer opened this issue · 0 comments

Scope

image

Desired Outcome

For each VALUATION object of type 409A, ordered by ascending valuation date:

  • valuation date comes from the object
  • Price Per Share (Common) -- comes from VALUATION object
    • ERROR if stock class in valuation object is not a common stock class
  • Options Outstanding at Valuation -- ⚠️ Calculated, need requirements
  • Valuation Firm -- provider in VALUATION 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