investment-lifecycle — process narrative

Investment / Fund Lifecycle

23 Flow(s) · 15 Task creation(s) · 0 Apex class(es) · 2 trigger(s) on related SObjects.

New investment opportunities → application → subscription → funding → issuance. Uses the ACL (Allocations) fund-admin platform.

Focus SObjects: acl__Investment__c, acl__Fund__c, acl__InvestmentIntake__c, Opportunity

Flows involved

Flow	Trigger	Creates Tasks	Updates Objects
Create Campaign After Fund Creates	acl__Fund__c (Create)	—	—
Create Investment upon creation of Opportunity	Opportunity (Create)	—	acl__LpRelationship__c
Create Task when Investment is Subscription Signed	AutoLaunchedFlow	Send Application Form to Fund	—
Create Task when Investment Stage Is Subscription Signed	AutoLaunchedFlow	Send Application Form to Fund	—
Create Task when investment type is Application Submitted	AutoLaunchedFlow	Send Application Form to Fund	—
Create Task When NPP Fund Task is Cancelled	AutoLaunchedFlow	Advise Client Of Failed Validation	—
Create Task When Send Application To Fund Task Is Set Completed	AutoLaunchedFlow	Placeholder Task; Placeholder Task	—
Investment - Actions on Update After Update	acl__Investment__c (Update)	Complete Funds Transfer; Notify Client of Successful Application; Confirm Investment Certificate	Opportunity
Investment - Actions on Create After Save	acl__Investment__c (Create)	Check Wholesale Certificate	—
Investment Document Intake	AutoLaunchedFlow	—	—
New Fund	Flow	—	—
New Investment 2	Flow	—	acl__InvestmentIntake__c, acl__Investment__c
New Investment Notification Flow	AutoLaunchedFlow	—	—
New Investment PA	Flow	—	acl__Investment__c
PPVT Opportunity Closed Lost – Update Investments & Delete Transactions	Opportunity (CreateAndUpdate)	—	—
Signed Investment Notification	AutoLaunchedFlow	—	—
Update Admission date field on the Investment record	acl__Transaction2__c (CreateAndUpdate)	—	acl__Investment__c
Update Investment And Opp For Advice - Complete Fund Transfer	AutoLaunchedFlow	Confirm Investment Certificate	acl__Investment__c, Opportunity
Update Investment to Application Submitted	AutoLaunchedFlow	—	acl__Investment__c
Update NPP_Fund Investment When Opportunity Set Close Lost	AutoLaunchedFlow	—	acl__Investment__c
Update Opp Stage When NPP Task is Completed	AutoLaunchedFlow	—	—
Update Opportunity to Fund Transfer	AutoLaunchedFlow	—	Opportunity
Update Related Opportunity and Investment When Task is Completed	AutoLaunchedFlow	—	acl__Investment__c, Opportunity

Tasks created by this process

Task Subject	Created By
Send Application Form to Fund	Create Task when Investment is Subscription Signed Create Task when Investment Stage Is Subscription Signed Create Task when investment type is Application Submitted
Complete Funds Transfer	Create Task Post Notify Client of Successful Application Is Completed Investment - Actions on Update After Update
Confirm Investment Certificate	Investment - Actions on Update After Update Update Investment And Opp For Advice - Complete Fund Transfer
Prefill Application Form	Create Prefill Application Task When Check Wholesale Certificate is Completed Create Prefill Application Task When Partners Validation is Completed
Send Wholesale Advice Doc And Application Form To Client	Case - Actions on Update After Update Flow Create Task When Prefill Application Form Task Is Set Completed
Check Wholesale Certificate	Investment - Actions on Create After Save
Notify Client of Successful Application	Investment - Actions on Update After Update
Send Application form to Client	Create Task When Prefill Application Form Task Is Set Completed
Submit Partners Private Application	Opportunity - Actions on Update After Save

Apex classes matching this process

None matched.

Apex triggers on focus SObjects

Trigger	On SObject
dlrs_OpportunityTrigger	Opportunity
PWGOpportunityTrigger	Opportunity

End-to-end storyboard (Mermaid)

Notes & caveats

This narrative is assembled heuristically from the process registry patterns. It will pick up most of the process but may miss Flows/Tasks/Apex that don’t match the naming conventions. Dig into the individual Flow/trigger docs for the authoritative view.