Concept
Finance
Finance will be fund operations: commitments, notices, and balances. That screen is not open yet.
The sidebar item Finance opens a coming-soon screen. Fund accounting, contribution notices, distribution notices, and NAV are not in this release.
Commitments you record in Investor Relations still save. Live work on opportunities stays in Dealflow. Live work on companies you own stays in Portfolio Monitoring.
When Finance opens, it will be the book of what was called, distributed, and valued. It will not replace the investor relationship, and it will not be the firm’s external general ledger.