Add 409A Valuations to Context Sheet
pjohnmeyer opened this issue · 0 comments
pjohnmeyer commented
Scope
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