MVP cap table on the Organization — the "who owns what" view for GPs. Supports manual member entry (search contacts or create new), import from deals (pull finalized allocations from one or many deals), and CSV upload. Includes per-member detail panel with full audit trail. See spec.
Concepts
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Concept 3 LatestData flow architecture narrative: stakeholder-facing visualization showing how platform modules feed into the transaction ledger and roll up into investor positions. Interactive flow diagram with SVG arrows, record mapping table, and step-through timeline walkthrough.
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Concept 2Transaction-sourced cap table: positions derived from a typed transaction ledger (Subscription, Capital Call, Distribution, Transfer, Adjustment, Redemption, Valuation). Positions/Transactions tab toggle, detail panel with per-investor transaction history.
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Concept 1Org-level cap table with unit class support, data-driven summary cards, member grid, functional add entry flow, import from deals, CSV import with preview, and line-item detail panel with audit history.