Add Financing History to Context Sheet

[pjohnmeyer]

Scope

Desired Outcome

1 row per preferred stock class

• Initial closing date: :warning: Calculated, needs requirements from working group(s)
• Most recent closing date: :warning: Calculated, needs requirements from working group(s)
• Original issue price: From STOCK_CLASS object
• Adjusted conversion price: :warning: Calculated, needs requirements
• Conversion ratio: Use existing calculation
• Liquidation multiple: From STOCK_CLASS object
• Participating: Y if STOCK_CLASS has a participation cap, N otherwise
• Participation cap: From STOCK_CLASS object

To-Do

• [ ] Determine necessary in-tool calculations and document for review and approval
• [ ] ocf-package: Are the necessary OCF Files being processed?
• [ ] model: Are the necessary OCF Objects being consumed?
• [ ] Develop workbook against Model interfaces.
• [ ] Implement actual Model
• [ ] Integrate and test end-to-end