Company Profile
Set basic information about your company
Example Advanced Settings Map
Note the setting descriptors in Column A below. The import routine relies on these descriptors. They must match precisely. Feel free to edit their associated values in Column B.
Settings: Settings shaded in blue are global true/false flags, where the default value is always false. Settings shaded in orange are labels for the cap table. Settings shaded in green are labels for the naviagtion tabs. Settings shaded in yellow are associated with Your Holdings on the Overview page. Settings shaded in violet are miscellaneous labels for the user interface.
Default Values: The default value for all flags is false. For convenience, labels also have built-in default values, generally the word incorporated in the descriptor. For example, the default label for label_prospects is Prospects. If label_prospects is left blank, Prospects will appear as that label.
Importing: Dragging an edited Advanced Settings Map onto the DropZone (or clicking and selecting) will invoke a routine to change advanced settings. Blanks will be ignored and result in the default values for those settings.
Done
One moment please...
Example Equity Class Map
Note the descriptors in Column A below. The import routine relies on these descriptors. They must match precisely. Each column after Column A represents one equity class. Do NOT edit equity class symbols in Row 1. Feel free to edit values below Row 1, and/or add new equity classes (add new columns). For new equity class symbols, please be sure that each class has its own unique symbol. In choosing new symbols, avoid spaces and punctuation except "-". Finally, don't use "ALL" as this is reserved for class filtering.
Settings: Settings shaded in blue are basic labels that appear under Your Holdings. Settings shaded in yellow are associated with the image for each equity class. Settings shaded in red are associated with the graph for each equity class.
Importing: Dragging an edited Equity Map onto the DropZone (or clicking and selecting) will invoke a routine to edit any existing equity classes (pre-existing columns), and to add any new equity classes (newly added columns). Blanks will be ignored and result in the default value for that setting. If you wish to delete an Equity class altogether, please contact Nth Round Support.
Done