centrifuge
New fields in Pool Creation
For the following
The new fields being:
- Investor Type (Non-US professionals) - What others can we have cc @sonam-jo
- Short Description of the fund (need to limit to 20 word max)
- Target APY per Tranche (If applicable)
- Minimum Investment Amount
Investor Type
Add new drop down option next to Asset Class called Investor Type -> Investor type (we need a tool tip to say: who is eligible to participate): Let's make it a blank but mandatory field to start off. we can pivot to a drop down list once we know more options. Keep blank for the existing pools, we will add the data through the forms.
Minimum investment amount ~Add a required field next to Investor type called Minimum investment amount~
Short description
Within the Issuer section of creating a pool, underneath the "Description", introduce the new field: "Short description"
Target APY per tranche Next to the interest rate input in the tranche row, add a new non-required field: Target APY with the following tooltip: "The target APY for the tranche" Please note that for the Target APY is only applicable for the junior tranche where it is not possible to know the APY would be. See explanation: "In terms of what the Interest rate is, that is really the “fixed tranche interest rate”. You can see that if you create a pool, you cannot set this if the pool has 1 tranche, and you can only set this for the non junior tranches if you add more tranches. The reason is that this is the fixed yield that the tranches are getting from the underlying asset yield, and the junior tranche is always special in that it gets the residual aka all the remaining yield after all the tranches are fully paid. So for any non junior tranches, there should not actually be a target input, since we can just take the fixed yield. Note: the actual yield will be equivalent to the fixed yield of the tranche EXCEPT for any cash drag due to funds in the onchain reserve. For the junior tranches / for pools with 1 tranche, we should then have the target APY input. "
- APY on the Landing page needs to match the APY in the Overview page per pool per tranche.
Ratings In the Pool analysis section.
Add a field for the ratings:
- Agency
- Rating
- Link to report
It will be populated on the the overview tile in the pool overview:
When clicked it should open the report that is provided in the "Link to report"
&&
when you hover, get's populated by the agency
@0x4Graham we need to make small edits:
-
Investor type (we need a tool tip to say: who is eligible to participate): Let's make it a blank but mandatory field to start off. we can pivot to a drop down list once we know more options
-
We already have the target APYs in the UI today. For NS, it seems like we just don't have the value or they didn't add?
-
We need to add the Minimum investment field which is mandatory and they need to select a currency
We missed an item here @kattylucy
The 'Investor Type', Minimum investment amount, Short description, Ratings should all be able to be edited.
@0x4Graham Katty and I noticed that there are now at least 2 fields for minimum investment, 1 at the top of the form that is not tranche specific and one for each tranche. Does the new minimum investment field imply that it's not tranche specific anymore? I.e one minimum investment values applies to all potential tranches? If that's the case we should remove the second instance of the field in the tranche input row.
I'm confused if we're talking about the Landing page or the Overview page. In either case,
In the form: We can leave the min investment per tranche (no need to add an additional field). In the UI: If there are two minimum investments with two tranches, we show both the minimums in the landing page but a range in the Overview page (similar to the APY) per the Figma
@sonam-jo we're talking about the form here. So I've striked out the requirement for the additional min investment field in this ticket. Thanks for your input!