February 2021

Modified on Mon, 15 Nov 2021 at 07:02 PM

Each header below links to the detailed article describing the feature and its use

Einstein Analytics Studio

  • Update makes orgs “Einstein-Ready” – deployment of tool is available upon request
  • Application creates dashboards containing frequently requested metrics and high-level statistics for Funds, Portfolio Companies, and Limited Partners

IRR and Fund Metrics

  • IRR (gross and net), TVPI and DPI snapshots added to Fund page
  • IRR (gross and net) calculation buttons added to Fund page
  • IRR snapshots added to Company Summary page
  • IRR calculation button added to Company Summary page

Fund Communication File Names

  • Added ability to customize file names PDFs within communications (e.g. changing the file name of a capital call PDF)


Bug Fixes:

  • Rounds with > 330 Transaction was triggering a SOQL Error - RESOLVED