¶ Add a Commitment
You can add commitments to all your Private Equity (non-bankable) positions on the Altoo Wealth Platform.
- Select your Private Equity position
- Add a Future Cashflow
- Select Contingent cashflow
- Fill in the details (mandatory fields):
- Period start date (this must be BEFORE the first transaction)
- It needs to be an Outflow
- Reason
- Save Changes
¶ Check your commitment
¶ Total Commitment
After that you will be able to see the total commitment, capital calls and outstanding commitment
- Select your Private Equity position
- Click on the Contingent line
This allows you to see all relevant information on one page
¶ Capital Calls
In this section you can additionally see all relevant transaction (capital calls) leading to your outstanding commitment
- Select your Private Equity position
- Click on Future Cashflows
- Select the dropdown menu