Migrate from GP Flow to Nutshell

GP Flow investor records map to Nutshell People. The investor's name, email, phone, and address fields transfer directly. GP Flow investor type (LP vs. GP) maps to a custom field on the Person record since Nutshell does not have a native investor-type concept.

When a GP Flow investor is associated with a company entity (e.g., an institutional LP with a firm name), both the person's record and the company record are created in Nutshell. The investor's company name and website become the Company record; the investor Person record links to it via Nutshell's person-company association.

GP Flow property records — the underlying real estate asset being tracked — map to Nutshell Deals. The property name becomes the Deal name, current valuation maps to the deal amount, and property status maps to the Nutshell pipeline stage. Multiple GP Flow properties can be individual Deals in Nutshell.

GP Flow fund records represent the investment vehicle, not a traditional company. We map fund name and fund type to a Nutshell Company record marked with a custom fund indicator field. Fund-level capital totals and fund ID are preserved as custom fields on this Company record for reference.

GP Flow capital account balances — the dollar amount each investor has committed and called — have no native Nutshell equivalent. We create a custom currency field (Capital_Account_Balance__c) on the Person record and store the most recent balance. Full capital call history is preserved as a Note attachment on the Person record.

GP Flow capital call records (requests for investors to fund drawdowns) are extracted as Nutshell Notes attached to the relevant Person and Deal records. The note captures the call amount, date, and status. Individual transaction records are not individual Nutshell activities; they are consolidated into a note summary.

GP Flow distribution records representing profit distributions to investors are mapped as Notes on the Person record, similar to how capital call records are handled. Distribution amount, date, and type (return of capital vs. profit distribution) are captured in the note body for historical reference and audit trail purposes.

GP Flow equity tiers or share classes (e.g., Preferred, Common, GP interest) have no Nutshell equivalent. We create a custom pick-list field (Equity_Tier__c) on Person and map each investor's tier value directly. If no tier is set, the field remains blank.

GP Flow's K-1 tax document tracking is represented as a custom field (K1_Status__c) on the Person record with values such as Issued, Pending, N/A. The actual K-1 document is not migrated as an attachment but the status is preserved for compliance reference.

GP Flow activities — meetings, calls, emails, and notes related to investor communications — migrate as Nutshell Tasks and Notes. Original timestamps and owning user references are preserved. Nutshell's activity timeline displays these on the linked Person and Deal records.

Any custom fields configured in GP Flow for investor records are evaluated individually. Standard field types (text, number, date, pick-list) are mapped to equivalent Nutshell custom field types. Complex or relational custom fields are preserved as text fields for reference.

GP Flow property statuses (Underwriting, Active, Stabilized, Disposed) map to Nutshell deal stages. We configure the Nutshell pipeline stages during setup to match the source statuses as closely as possible. Stage transition timestamps are preserved as custom datetime fields on the Deal record.