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Set the processing security type (PST) to Capital Based Fund Investment (EQCBFI) in order to use private equity processing for the Capital Based Fund Investment workflow
If you
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created a Security Type or Sub Security Type for use with
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private equity, you can select that Security Type or Sub Security Type. However, be aware that the system uses the Capital Based Fund Investment transactions and processing workflow only when you assign the EQCBFI processing security to the security.
Set Up Market Data
For recommendations on setting up market data for use with private equity and valuation information, see Private Equity (PE) Best Practices V17 R2.36+.
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