bramw_baserow/backend/templates/venture-capital-investments...

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259 KiB
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{
"baserow_template_version": 1,
"name": "Venture Capital Investments",
"icon": "iconoir-coin",
"keywords": [
"money",
"finance",
"venture",
"capital",
"vc",
"investments",
"returns",
"funding",
"partners",
"business",
"investment"
],
"categories": [
"Professional",
"Finance"
],
"export": [
{
"id": 17887,
"name": "Venture Capital Investments",
"order": 1,
"type": "database",
"tables": [
{
"id": 36351,
"name": "Investments",
"order": 1,
"fields": [
{
"id": 195853,
"type": "formula",
"name": "ID",
"order": 0,
"primary": true,
"number_decimal_places": null,
"date_show_tzinfo": null,
"date_force_timezone": null,
"date_format": null,
"error": null,
"date_time_format": null,
"array_formula_type": null,
"nullable": true,
"date_include_time": null,
"formula": "concat( \n if( \n length(join(field(\"Company\"), \"\")) < 1, \n \"INV\", \n upper( \n left( \n regex_replace( \n join(field(\"Company\"), \"\"), \n \"(/|'|-|:|\\s|\\t)\", \n \"\" \n ), \n 5 \n ) \n ) \n ), \n year(field(\"Investment date\")), \n \"(\", \n if( \n row_id() < 10, \n concat(\"00\", row_id()), \n if( \n row_id() < 100, \n concat(\"0\", row_id()), \n row_id() \n ) \n ), \n \")\" \n)",
"formula_type": "text"
},
{
"id": 195856,
"type": "link_row",
"name": "Funds ID",
"order": 3,
"primary": false,
"link_row_table_id": 36348,
"link_row_related_field_id": 195844,
"has_related_field": true
},
{
"id": 197462,
"type": "lookup",
"name": "Company valuation",
"order": 7,
"primary": false,
"number_decimal_places": 2,
"date_show_tzinfo": null,
"date_force_timezone": null,
"date_format": null,
"error": null,
"date_time_format": null,
"array_formula_type": "number",
"nullable": true,
"date_include_time": null,
"through_field_id": 920838,
"through_field_name": "Company",
"target_field_id": 213551,
"target_field_name": "Valuation"
},
{
"id": 919959,
"type": "date",
"name": "Investment date",
"order": 14,
"primary": false,
"date_format": "ISO",
"date_include_time": false,
"date_time_format": "24",
"date_show_tzinfo": false,
"date_force_timezone": null
},
{
"id": 920838,
"type": "link_row",
"name": "Company",
"order": 15,
"primary": false,
"link_row_table_id": 39611,
"link_row_related_field_id": 920839,
"has_related_field": true
},
{
"id": 920943,
"type": "formula",
"name": "Invested capital",
"order": 16,
"primary": false,
"number_decimal_places": 2,
"date_show_tzinfo": null,
"date_force_timezone": null,
"date_format": null,
"error": null,
"date_time_format": null,
"array_formula_type": null,
"nullable": true,
"date_include_time": null,
"formula": "sum( \n filter( \n lookup(\"Funds ID\", \"Committed amount\"), \n lookup(\"Funds ID\", \"Is collected\") \n ) \n)",
"formula_type": "number"
},
{
"id": 920944,
"type": "formula",
"name": "Invested capital (%)",
"order": 17,
"primary": false,
"number_decimal_places": 2,
"date_show_tzinfo": null,
"date_force_timezone": null,
"date_format": null,
"error": null,
"date_time_format": null,
"array_formula_type": null,
"nullable": true,
"date_include_time": null,
"formula": "if( \n and( \n not( \n isblank(field(\"Committed capital\")) \n ), \n field(\"Committed capital\") > 0 \n ), \n divide( \n multiply( \n field(\"Invested capital\"), \n 100 \n ), \n field(\"Committed capital\") \n ), \n 0 \n)",
"formula_type": "number"
},
{
"id": 920946,
"type": "number",
"name": "Equity (%)",
"order": 18,
"primary": false,
"number_decimal_places": 2,
"number_negative": false
},
{
"id": 920947,
"type": "lookup",
"name": "Partners",
"order": 19,
"primary": false,
"number_decimal_places": null,
"date_show_tzinfo": null,
"date_force_timezone": null,
"date_format": null,
"error": null,
"date_time_format": null,
"array_formula_type": "text",
"nullable": true,
"date_include_time": null,
"through_field_id": 195856,
"through_field_name": "Funds ID",
"target_field_id": 920855,
"target_field_name": "Partner"
},
{
"id": 920950,
"type": "lookup",
"name": "Contacts",
"order": 20,
"primary": false,
"number_decimal_places": null,
"date_show_tzinfo": null,
"date_force_timezone": null,
"date_format": null,
"error": null,
"date_time_format": null,
"array_formula_type": "text",
"nullable": true,
"date_include_time": null,
"through_field_id": 920838,
"through_field_name": "Company",
"target_field_id": 920949,
"target_field_name": "Contacts"
},
{
"id": 920951,
"type": "lookup",
"name": "Location",
"order": 21,
"primary": false,
"number_decimal_places": null,
"date_show_tzinfo": null,
"date_force_timezone": null,
"date_format": null,
"error": null,
"date_time_format": null,
"array_formula_type": "text",
"nullable": true,
"date_include_time": null,
"through_field_id": 920838,
"through_field_name": "Company",
"target_field_id": 920825,
"target_field_name": "State"
},
{
"id": 920952,
"type": "long_text",
"name": "Notes",
"order": 22,
"primary": false
},
{
"id": 929433,
"type": "single_select",
"name": "Type",
"order": 23,
"primary": false,
"select_options": [
{
"id": 448918,
"value": "Seed",
"color": "light-green",
"order": 0
},
{
"id": 448919,
"value": "Series A",
"color": "light-orange",
"order": 1
},
{
"id": 448920,
"value": "Series B",
"color": "light-blue",
"order": 2
},
{
"id": 448921,
"value": "Series C",
"color": "light-gray",
"order": 3
}
]
},
{
"id": 929496,
"type": "formula",
"name": "Committed capital",
"order": 24,
"primary": false,
"number_decimal_places": 2,
"date_show_tzinfo": null,
"date_force_timezone": null,
"date_format": null,
"error": null,
"date_time_format": null,
"array_formula_type": null,
"nullable": true,
"date_include_time": null,
"formula": "sum(lookup(\"Funds ID\", \"Committed amount\"))",
"formula_type": "number"
},
{
"id": 929722,
"type": "formula",
"name": "Number of partners",
"order": 25,
"primary": false,
"number_decimal_places": 0,
"date_show_tzinfo": null,
"date_force_timezone": null,
"date_format": null,
"error": null,
"date_time_format": null,
"array_formula_type": null,
"nullable": true,
"date_include_time": null,
"formula": "count(field(\"Partners\"))",
"formula_type": "number"
},
{
"id": 929728,
"type": "number",
"name": "Annual management rate (%)",
"order": 26,
"primary": false,
"number_decimal_places": 2,
"number_negative": false
},
{
"id": 929773,
"type": "number",
"name": "Carried interest rate (%)",
"order": 27,
"primary": false,
"number_decimal_places": 2,
"number_negative": false
},
{
"id": 929789,
"type": "formula",
"name": "Number of GPs",
"order": 28,
"primary": false,
"number_decimal_places": 0,
"date_show_tzinfo": null,
"date_force_timezone": null,
"date_format": null,
"error": null,
"date_time_format": null,
"array_formula_type": null,
"nullable": true,
"date_include_time": null,
"formula": "count( \n filter( \n lookup(\"Funds ID\", \"Partner role\"), \n contains(totext(lookup(\"Funds ID\", \"Partner role\")), \"GP\") \n ) \n)",
"formula_type": "number"
}
],
"views": [
{
"id": 42227,
"type": "grid",
"name": "All investments",
"order": 1,
"ownership_type": "collaborative",
"created_by": null,
"filter_type": "AND",
"filters_disabled": false,
"filters": [],
"sortings": [
{
"id": 73682,
"field_id": 919959,
"order": "ASC"
}
],
"decorations": [
{
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"type": "background_color",
"value_provider_type": "conditional_color",
"value_provider_conf": {
"colors": [
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"filters": [
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},
{
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}
],
"operator": "OR"
}
]
},
"order": 1
},
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],
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}
]
},
"order": 2
}
],
"public": false,
"row_identifier_type": "count",
"field_options": [
{
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"field_id": 195853,
"width": 128,
"hidden": false,
"order": 7,
"aggregation_type": "unique_count",
"aggregation_raw_type": "unique_count"
},
{
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"field_id": 195856,
"width": 159,
"hidden": false,
"order": 5,
"aggregation_type": "not_empty_percentage",
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},
{
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"width": 178,
"hidden": false,
"order": 3,
"aggregation_type": "",
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},
{
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"field_id": 919959,
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"hidden": false,
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"aggregation_type": "not_empty_percentage",
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},
{
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"width": 127,
"hidden": false,
"order": 0,
"aggregation_type": "not_empty_percentage",
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},
{
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"width": 156,
"hidden": false,
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"aggregation_type": "sum",
"aggregation_raw_type": "sum"
},
{
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"field_id": 920944,
"width": 178,
"hidden": false,
"order": 9,
"aggregation_type": "average",
"aggregation_raw_type": "average"
},
{
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"hidden": false,
"order": 4,
"aggregation_type": "not_empty_percentage",
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},
{
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"width": 212,
"hidden": false,
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"aggregation_type": "",
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},
{
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"width": 215,
"hidden": false,
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"aggregation_type": "",
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},
{
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"hidden": false,
"order": 14,
"aggregation_type": "",
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},
{
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"hidden": false,
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"aggregation_type": "",
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},
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},
{
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"field_id": 929496,
"width": 173,
"hidden": false,
"order": 6,
"aggregation_type": "sum",
"aggregation_raw_type": "sum"
},
{
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"field_id": 929722,
"width": 182,
"hidden": false,
"order": 16,
"aggregation_type": "average",
"aggregation_raw_type": "average"
},
{
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"field_id": 929728,
"width": 237,
"hidden": false,
"order": 12,
"aggregation_type": "average",
"aggregation_raw_type": "average"
},
{
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"field_id": 929773,
"width": 205,
"hidden": false,
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"aggregation_type": "average",
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},
{
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"field_id": 929789,
"width": 154,
"hidden": false,
"order": 17,
"aggregation_type": "average",
"aggregation_raw_type": "average"
}
]
},
{
"id": 222486,
"type": "kanban",
"name": "By type",
"order": 2,
"ownership_type": "collaborative",
"created_by": null,
"filter_type": "AND",
"filters_disabled": false,
"filters": [],
"sortings": [],
"decorations": [
{
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],
"public": false,
"single_select_field_id": 929433,
"field_options": [
{
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"field_id": 195853,
"hidden": false,
"order": 1
},
{
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"field_id": 920838,
"hidden": false,
"order": 2
},
{
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"field_id": 197462,
"hidden": false,
"order": 3
},
{
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"field_id": 920946,
"hidden": false,
"order": 4
},
{
"id": 71799,
"field_id": 929496,
"hidden": false,
"order": 5
},
{
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"field_id": 920943,
"hidden": false,
"order": 6
},
{
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"field_id": 920944,
"hidden": false,
"order": 7
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{
"id": 71787,
"field_id": 195856,
"hidden": true,
"order": 8
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{
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"field_id": 919959,
"hidden": true,
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"field_id": 920947,
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"field_id": 920950,
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"field_id": 920951,
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"field_id": 920952,
"hidden": true,
"order": 13
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"field_id": 929433,
"hidden": true,
"order": 14
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"field_id": 929722,
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"field_id": 929728,
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"order": 16
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"field_id": 929773,
"hidden": true,
"order": 17
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"field_id": 929789,
"hidden": true,
"order": 18
}
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},
{
"id": 222485,
"type": "form",
"name": "Add investment",
"order": 3,
"ownership_type": "collaborative",
"created_by": null,
"public": false,
"title": "Add investment",
"description": "",
"cover_image": {
"name": "MYJ10jotRznoaN5TvIdxsFqlFmzTTgub_ba840af86db7cce209087d53ec7dac47cef5bd6935161ca50b59e0e4c511434b.jpg",
"original_name": "Header.Clients.02.jpg"
},
"logo_image": null,
"submit_text": "Submit",
"submit_action": "MESSAGE",
"submit_action_message": "An investment or funding round was successfully added to the database. Please reload this page to add more.",
"submit_action_redirect_url": "",
"field_options": [
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"field_id": 195853,
"name": "",
"description": "",
"enabled": false,
"required": true,
"order": 0,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147950,
"field_id": 920838,
"name": "",
"description": "Please select the company for which this investment is made.",
"enabled": true,
"required": true,
"order": 1,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147949,
"field_id": 919959,
"name": "",
"description": "Indicate the date this investment was deployed for the company.",
"enabled": true,
"required": false,
"order": 2,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147958,
"field_id": 929433,
"name": "",
"description": "Please specify this investment's funding round type.",
"enabled": true,
"required": true,
"order": 3,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147948,
"field_id": 197462,
"name": "",
"description": "",
"enabled": false,
"required": true,
"order": 4,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147953,
"field_id": 920946,
"name": "",
"description": "Indicate the equity that the investment company has cited. In the context of venture capital, \"equity\" is the percentage of a company's ownership that a shareholder owns. Equity is a key concept in finance and investing because it shows the potential for a return on investment.",
"enabled": true,
"required": false,
"order": 5,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147947,
"field_id": 195856,
"name": "",
"description": "Specify the funds agreed upon by partners to put into this investment.",
"enabled": true,
"required": false,
"order": 6,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147959,
"field_id": 929496,
"name": "",
"description": "",
"enabled": false,
"required": true,
"order": 7,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147951,
"field_id": 920943,
"name": "",
"description": "",
"enabled": false,
"required": true,
"order": 8,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147952,
"field_id": 920944,
"name": "",
"description": "",
"enabled": false,
"required": true,
"order": 9,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147954,
"field_id": 920947,
"name": "",
"description": "",
"enabled": false,
"required": true,
"order": 10,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147955,
"field_id": 920950,
"name": "",
"description": "",
"enabled": false,
"required": true,
"order": 11,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147961,
"field_id": 929728,
"name": "",
"description": "Indicate the annual management rate that the partners have agreed upon. This represents the annual management fees applied to the fund's value, in percentage. This fee goes to the General Partner (GP) for managing the fund, which includes costs for support staff, legal fees, and fund administration. This is typically 2% within the venture capital fee structure, hence the \"two-twenty\" fee structure.",
"enabled": true,
"required": false,
"order": 12,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147962,
"field_id": 929773,
"name": "",
"description": "Indicate the carried interest rate that the partners have agreed upon. This refers to the share of profits that a General Partner (GP) in a VC fund is entitled to receive as compensation for managing the fund and making successful investments. \"Carry\" is a term often used to describe carried interest. The GP will receive this percentage of the profits from this investment after the principal is returned to the partners. It's important to note that carried interest is only paid to the GP if the fund is successful and earns profits.",
"enabled": true,
"required": false,
"order": 13,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147956,
"field_id": 920951,
"name": "",
"description": "",
"enabled": false,
"required": true,
"order": 14,
"show_when_matching_conditions": false,
"condition_type": "AND",
"conditions": []
},
{
"id": 147957,
"field_id": 920952,
"name": "",
"description": "Write down any description or remarks about this investment.",
"enabled": true,
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