Forum Discussion
Cap Table Circular Reference
Hello All, I need some help with a circular reference problem that I have been working on for a few weeks. I believe that this can be done, it is just that I am still in the process of learning p...
You can upload to a 3rd party sharing site and post the link (or send it the link via messages - on this site- to me if you don't want it public)
Here is my link to the file with the circular reference.
The beginning of the month values are based on the values from the previous month end. So values on 2/1/2017 will be pulled from the values on 1/31/2017 then any new additions or subtractions are added and the % ownership is calculated. The month end values are calculated using the % ownership from the start of the month multiplied by the month end value for the fund. Please let me know if you have any other questions.
Thank you for your help.