Equity Tracking
To access the equity group page, click on View Equity Group Page below the header in the group record
to return to the classic view, click on View Classic Group in the top right corner of the page
View All
Displays all of the available menu options
Company Details
View the header information for the record
- Name
- Group Reference Number
- Short Name
- Grouping
- Type
- Status
- Startup?
- Have Equity?
- Owning Organization?
- Incorporation Region
- Headquarters Region
- Entity Size
- Industry Partner
- SBIR/STTR?
- Websites
- Incorporation Type
- 1st License Date
- Founded Date
- UTCC
- Primary Business In Home Region?
- Insolvency/Non-Operational Date
- Categories
- Chart Field – Populate this field with the receiving parties account information for quick entry to the University ERP system.
- Internal ID – The unique ID for this group record
Dates
Workflow
Impact
Validation
Fund Tracking
- Reference Number Assigned by the system to record the funding row
- Status Awarded, Not Awarded, Potential Award
- Type Equity Based, Grant Based
- Pipeline Development, Market, Proof of Concept (POC), Validation
- Source User defined list that is used to select the funding source
- Awardee The recipient of the award. Startup, Technology/Inventor
- Funding From The name of the person or group that issued funding
- Funding Date The date that the funding was received
- Amount Amount of the award
- Note Text box capture details about the received funds
Equity Positions
- Reference Number
- Type
- Stock Type
- Symbol
- Number Shares
- Price per share on this date
- Acquire / Divest Date
- Fees
- Value on this Date
- Notes
Stock Value
- Reference Number System generated code that is assigned to the row
- Symbol
- Exchange
- Price
- Close Date
- Note
News
Capture any news articles that are related to the group
