Entries by Aman Grewal

Can I merge duplicate objects?

To preserve the integrity of your data, there is not a functionality set up to do this. You can to do this manually. Alternatively you can export the data from both objects to a spreadsheet, merge the fields in the document and then upload the .csv file to the object you want to keep. Once […]

What happens to historical data if I delete an object?

It stays on the system and is still accessible to you and any member(s) you have permashared it with. However, it is no longer visible to other members. To view historical data go to the calendar in the top right corner of the object you want to view. In order to view deleted data you […]

How do I delete an object?

There are two ways to delete an object: On the dashboard go the left-hand menu of objects. Select the object type you want, and go to the right hand action menu and select the Delete option. Select the check boxes on the left of each object you want to remove and Delete.

How do I add a new object?

There are two ways to add a new object: (i) Let’s say you want to add a new strategy. On the dashboard go the left-hand menu of objects. Select Strategies. Select the Actions button. Select Add New Strategy. This opens a pop-up window with blank fields for basic details. Fill these in to add a new […]

What is a contract object?

A contract object contains information on any contract between parties that is relevant to the working or performance of a fund. This might include dates, conditions and other information in the contract wording. You can see a full list of the data fields for this object by going to the field guide on the dashboard and […]

What is a loan object?

A loan object contains information on a loan that has been taken out or issued by the fund. Data associated with a loan includes loan title, lender name, amount, original balance and interest rate. You can see a full list of the data fields for this object by going to the field guide on the dashboard and […]

What is an entity object?

An entity object usually contains information about a holding company that has been created to own assets within a fund. Data associated with an entity includes entity name, address, management and ownership. You can see a full list of the data fields for this object by going to the field guide on the dashboard and clicking […]

What is a private equity object?

includes business sector, PE asset type, number of employees, acquisition date and cost. You can see a full list of the data fields for this object by going to the field guide on the dashboard and clicking on the Private Equity icon. For more information on each data point click the (i) icon in the […]

What is a real estate object?

A real estate object is information on an asset within a fund in the form of land or building(s). Data associated with it include details of the asset and any contracts or loans associated with it. You can see a full list of the data fields for this object by going to the field guide […]

What is an instrument object?

An instrument object contains information on an asset within a fund that isn’t covered by any other definition. Examples might include stock options or leases. Data associated with an instrument includes asset name, exchange product code, position type, quantity and cost. You can see a full list of the data fields for this object by […]