Sage Intacct Widget Marketplace: Investment Log

Chris Jordan
Jul 14, 2022

Omnidek’s Investment Log Form

The investment log is designed to archive investor participation across various fundraising rounds and store signed documents, term sheets, and wire acknowledgments. This log will be a part of the investor’s file with the other forms in the board management group.

Value Proposition

Board management is a group of processes designed to create an organizational and operational structure for the board of directors. In addition, keeping all of these records stored and secured for a powerful content management strategy. Explore all the processes for board management in the marketplace.

Check out other board management widgets such as board meeting minutes.

For more widgets visit the Intacct Marketplace.

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