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Add 409A Valuations to Context Sheet

Open pjohnmeyer opened this issue 2 years ago • 0 comments

Scope

image

Desired Outcome

For each VALUATION object of type 409A, ordered by ascending valuation date:

  • valuation date comes from the object
  • Price Per Share (Common) -- comes from VALUATION object
    • ERROR if stock class in valuation object is not a common stock class
  • Options Outstanding at Valuation -- :warning: Calculated, need requirements
  • Valuation Firm -- provider in VALUATION 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

pjohnmeyer avatar Jun 30 '23 15:06 pjohnmeyer