Lay out the transaction
Lay out a deal as steps, from the structure before the transaction to the structure after, so you can walk a client through it on screen.
Add steps
Section titled “Add steps”- On the chart, click View transaction steps, then Add steps. Or, on the matter page, go to Transaction.
- Click Add a step and choose what happens:
- Shares transferred: choose the seller, the buyer and the shares.
- Shares issued: choose the issuing company, who receives the shares and the percentage they hold after.
- Under More for the record, note whether the step is still intended or executed, the share class, and the basis for it.
- Click Add step.
The list runs from Before the transaction to After the transaction. Move steps up or down to change the order; click Edit step to change one, or Remove to take it out. Add a scenario lets you show an alternative.
Walk a client through it
Section titled “Walk a client through it”In View transaction steps, use previous and next to step through the structure over time. The client sees the same steps on a shared link; see Share and export.
Export the steps
Section titled “Export the steps”Under Export chart, choose Step deck for a PDF with one sheet per step.