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Similar todos
get detail template done for savings account 
#financialtoolbelt
get detail template done for real Estate account #financialtoolbelt
get detail template done for side business #financialtoolbelt
share investment memo template with client 
#addison
started on projects detail template
create investor spreadsheet 
#realestate
finish financial model template for client and do walk through session #addison
review investor term sheet with client
add more account settings 
#lookmomnocode - template 04
get basic edit screen done for accounts #financialtoolbelt
submit KYC investment details 
#fajarsiddiq
send template #fajarsiddiq
create balance sheet for client #fajarsiddiq
add 
#avatarai and 
#interiorai valuation to investment sheet
