Would like a global view of K-1s in real time - how do we know what k1s we have? I want to see a list of K-1s under CBG and be able to sort alphabetically so we can tell if we are missing an investor's k1 or an investment easily.

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.