Investments, instruments and valuation
Investment stake, instrument, deal, valuation and assumptions. Voting and corporate control belong to the corporate model.
Research draft, second pass
A second pass drafted this model: the structure a model of this thing needs, and what is known about it in the world. The line under this one says how the second half was obtained - researched against sources, or recalled without web access, in which case nothing here was read anywhere and every claim is a lead to verify. Unreviewed either way.
Bundle → Layer → Finding → Questions Missing, in the backlog
Not described yet. This gap is in the card backlog.
Note: Research contour: bundles not designed yet; questions are listed as open questions.
Classifiers Filled
- Family
- Enterprise profiles
- Category
- Enterprise subject
- Entry kind
- subject
- Domain
- EnterpriseFIN
- Industry
- Cross-industry
- Tags
- EM-FIN-06W3subjectInvestmentFinancialInstrumentInvestmentTransactionValuation
What it is Filled
Investment stake, instrument, deal, valuation and assumptions. Voting and corporate control belong to the corporate model.
Why it exists Filled
Investment stake, instrument, deal, valuation and assumptions. Voting and corporate control belong to the corporate model.
Distinguishing features Derived, awaiting review
- A valuation has a date, a method and a currency
- Value is not a share of control
- Conversion is a separate event
What robots and AI may and may not do Derived, awaiting review
Must not
- Negative case: The latest company valuation automatically defines the investor's voting rights.
Note: Negative case of the research brief, not yet a rule for agents.
Moral aspects Missing, in the backlog
Not described yet. This gap is in the card backlog.
Owners Filled
Steward
Финансовый руководитель
Master systems
- ERP
- бухгалтерия
- банк
- биллинг
- FinOps
Links to other meta-models Filled
references
- WM-ECO-038 - conceptual-candidate
What else AI and robots need to interact with it Incomplete
Identity and identifiers required Derived, awaiting review
- Investment
- FinancialInstrument
- InvestmentTransaction
- Valuation
Direct properties not applicable Not applicable
Not applicable
Enterprise record contour: physical properties belong to referenced world models.
Recognition required Missing, in the backlog
Not described yet. This gap is in the card backlog.
Capabilities and actions required Missing, in the backlog
Not described yet. This gap is in the card backlog.
Hazards and failure modes required Missing, in the backlog
Not described yet. This gap is in the card backlog.
Standards and interfaces required Missing, in the backlog
Not described yet. This gap is in the card backlog.
Context of use required Missing, in the backlog
Not described yet. This gap is in the card backlog.
Sources Filled
- FIBO: instruments, parties, transactions
- UBL/FOCUS: documents and costs; choose by contour
- XBRL and ERP/accounting-policy practice: books, periods, recognition and disclosure
Open questions
- How to distinguish the investment, the instrument and the current value?
- How to show different valuations of one asset?
- How to link a convertible instrument to future rights?
- Установить границу и решение reuse/extend/new по действующим спецификациям.
- Подтвердить semantic crosswalk, права и source mastership.
- Выбрать immutable refs; провести проверки fixtures до заявления о публикационной готовности.
Machine files
Provenance
enterprise research programme · published-partial
Built from: enterprise/models/em-fin-06/brief.json
Still in Russian: suggested owner, blocking decisions, vercy candidates. Translate in research/enterprise/i18n/units.en.json.