Review or Update a Carried Interest Ownership Definition

On the Edit Stakeholder Group page, you can review carried interest ownership definitions generated for a stakeholder group.

In the grid, you can review the general details such as the source ownership definition associated with the carried interest agreement and the effective dates. You can click the name of the carried interest ownership definition to see these additional details:

  • The ownership percentages of each consenting stakeholder
  • Identification of the stakeholder that is the rounding partner
  • The stakeholder type, whether the consenting stakeholder is an internal or external stakeholder

If you need to make any changes to the stakeholders or their ownership percentages, you can do so by updating this information in the stakeholder group. The application automatically updates the associated carried interest ownership definition with the changes that you made to the stakeholder group.