It’s now possible to have the PPS for share activity automatically calculated in your Venturelytic environment. The PPS will be calculated based on the capital investment & #Shares. After saving the records, the field will be populated automatically.
To activate the automatic PPS calculation for share activities, follow these steps:
Go to Setup in your Salesforce environment.
Navigate to Custom Metadata Types.
Locate Cap Table Settings and click Manage Records.
Click Edit next to Settings.
Check the box for Enable Share PPS Calculation and save your changes.
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