Deal Types

Define what a complete deal package looks like for each deal type. Missing-document flagging is computed from these lists.

Debt

Used by 3 deals
✓ saved
Required documents 9
⋮⋮ 3 / 3 ×
⋮⋮ 2 / 3 ×
⋮⋮ 3 / 3 ×
⋮⋮ 1 / 3 ×
⋮⋮ 3 / 3 ×
⋮⋮ 3 / 3 ×
⋮⋮ 2 / 3 ×
⋮⋮ 2 / 3 ×
⋮⋮ 1 / 3 ×
+ Add required document
Optional documents 4
⋮⋮ 1 / 3 ×
⋮⋮ 3 / 3 ×
⋮⋮ 3 / 3 ×
⋮⋮ 2 / 3 ×
+ Add optional document
Reset to defaults

Equity

Used by 1 deal
● unsaved changes
Required documents 8
⋮⋮ 1 / 1 ×
⋮⋮ 1 / 1 ×
⋮⋮ 1 / 1 ×
⋮⋮ 1 / 1 ×
⋮⋮ 1 / 1 ×
⋮⋮ 1 / 1 ×
⋮⋮ 1 / 1 ×
⋮⋮ new ×
+ Add required document
Optional documents 4
⋮⋮ 0 / 1 ×
⋮⋮ 0 / 1 ×
⋮⋮ 0 / 1 ×
⋮⋮ 1 / 1 ×
+ Add optional document
Reset to defaults