Support for tracking Private Equity

Roadmap Later
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1

Users can track their participation in P.E. funds, startup investments and similar.

Specific transaction types are needed, like Capital Call, Return of Capital, and others.

Some reference: Modeling limited partnership investments

2

Hi there - really appreciate Capitally and all the features you are pushing out!

Any update on the Support for tracking Private Equity above. Added my vote :slightly_smiling_face:

3

Hey @Tord , I’ll be able to share a more concrete plan once it moves to the Next phase.

I’m now refactoring the system to handle cash tracking, Avg cost basis, liabilities and options to name a few. I’ll probably some new transaction types in the process, so it will already be more feasable for P.E.

I already have a plan in place to include committed capital tracking in the new model.

So slowly, but surely, it will come out one day :wink:

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