Data Model V1.5

[urbantech]

Stakeholder

• stakeholderId: String (Unique, Required)
• name: String (Required)
• role: String (Required)
• projectId: String (Required)
• StakeholderRelationshipType: Enum (Required) - (e.g., Founder, Investor)
• ContactInfo: Object (Optional)
  • Email: String (Optional)
  • Phone: String (Optional)
  • Address: String (Optional)
• TaxID: String (Optional)
• EmailType: Enum (Optional) - (e.g., Work, Personal)
• PhoneType: Enum (Optional) - (e.g., Mobile, Landline)
• AddressType: Enum (Optional) - (e.g., Home, Office)

EquityPlan

• planId: String (Unique, Required)
• planName: String (Required)
• description: String (Optional)
• startDate: Date (Required)
• endDate: Date (Optional)
• allocation: Number (Required)
• participants: Array of Stakeholder (Optional)
• VestingTerms: Object (Optional)
  • VestingStartDate: Date (Optional)
  • VestingEndDate: Date (Optional)
  • VestingSchedule: String (Optional)
• PlanType: Enum (Required) - (e.g., Stock Option Plan, Restricted Stock Plan)
• AllocationType: Enum (Optional) - (e.g., Fixed, Performance-Based)
• PlanAdministrator: String (Optional)

FundraisingRound

• roundId: String (Unique, Required)
• roundName: String (Required)
• amountRaised: Number (Required)
• date: Date (Required)
• investors: Array of Stakeholder (Required)
• equityGiven: Number (Required)
• RoundType: Enum (Required) - (e.g., Seed, Series A)
• TermsOfInvestment: String (Optional)
• ShareClassesInvolved: Array of ShareClass (Optional)
• LegalDocuments: Array of Document (Optional)

ShareClass

• shareClassId: String (Unique, Required)
• name: String (Required)
• description: String (Required)
• amountRaised: Number (Required)
• ownershipPercentage: Number (Required)
• dilutedShares: Number (Required)
• authorizedShares: Number (Required)
• StockClassType: Enum (Required) - (e.g., Common, Preferred)
• VotingRights: String (Optional)
• ConversionRights: String (Optional)
• DividendPreferences: String (Optional)
• LiquidationPreferences: String (Optional)
• ParValue: Number (Optional)

Document

• documentId: String (Unique, Required)
• name: String (Required)
• metadata: Object (Optional)
• uploadedBy: User (Required)
• path: String (Required)
• title: String (Required)
• content: String (Required)
• DocumentType: Enum (Required) - (e.g., Legal, Financial)
• FileType: Enum (Required) - (e.g., PDF, DOCX)
• Versioning: String (Optional)
• AccessControl: Object (Optional)
• LegalSignificance: String (Optional)

DocumentEmbedding

• embeddingId: String (Unique, Required)
• documentId: Document (Required)
• embedding: Array of Number (Required)
• EmbeddingType: Enum (Required)
• EmbeddingVersion: String (Optional)
• createdAt: Date (Default: Current Date)
• updatedAt: Date (Default: Current Date)

Activity

• activityId: String (Unique, Required)
• ActivityType: Enum (Required) - (e.g., Document Upload, Stakeholder Update)
• Timestamp: Date (Required)
• UserInvolved: User (Required)
• ChangesMade: String (Optional)
• RelatedObjects: Array of String (Optional)

User

• userId: String (Unique, Required)
• username: String (Required)
• email: String (Required)
• UserRoles: Array of Enum (Required) - (e.g., Admin, Editor, Viewer)
• Permissions: String (Required)
• AuditLogs: Array of Activity (Optional)
• AuthenticationMethods: String (Optional)

Notification

• notificationId: String (Unique, Required)
• NotificationType: Enum (Required) - (e.g., System, User-Generated)
• Timestamp: Date (Required)
• RelatedObject: String (Optional)
• UserInvolved: User (Required)

TaxCalculator

• calculationId: String (Unique, Required)
• SaleScenario: Object (Required)
  • ShareClassInvolved: ShareClass (Required)
  • SaleAmount: Number (Required)
  • TaxRate: Number (Required)
• TaxImplication: Object (Required)
  • CalculatedTax: Number (Required)
  • TaxDueDate: Date (Required)

EquitySimulator

• simulationId: String (Unique, Required)
• ScenarioDetails: Object (Required)
  • EquityChangeType: Enum (Required) - (e.g., Dilution, Conversion)
  • StakeholdersAffected: Array of Stakeholder (Required)
  • ProjectedEquityValue: Number (Required)
• PredictedOutcome: Object (Required)
  • OutcomeDescription: String (Optional)
  • ImpactOnStakeholders: Array of Stakeholder (Optional)

FinancialReporting

• reportId: String (Unique, Required)
• Type: Enum (Required) - (e.g., Annual, Quarterly)
• Data: Object (Required)
  • TotalRevenue: Number (Required)
  • TotalExpenses: Number (Required)
  • NetIncome: Number (Required)
  • EquitySummary: Array of ShareClass (Optional)
• Timestamp: Date (Required)

Communication

• communicationId: String (Unique, Required)
• MessageType: Enum (Required) - (e.g., Email, SMS, System Notification)
• Sender: User (Required)
• Recipient: User (Required)
• Timestamp: Date (Required)
• Content: String (Required)

DocumentAccess

• accessId: String (Unique, Required)
• AccessLevel: Enum (Required) - (e.g., Read, Write, Admin)
• RelatedDocument: Document (Required)
• User: User (Required)
• Permissions: String (Optional)

DocumentRepository

• repositoryId: String (Unique, Required)
• documents: Array of Document (Required)
• RepositoryType: Enum (Required) - (e.g., Legal, Financial)
• AccessControl: Object (Optional)

Investor

• investorId: String (Unique, Required)
• InvestmentAmount: Number (Required)
• EquityPercentage: Number (Required)
• InvestorType: Enum (Required) - (e.g., Angel, Venture Capital)
• RelatedFundraisingRound: FundraisingRound (Required)

Company

• companyId: String (Unique, Required)
• CompanyName: String (Required)
• CompanyType: Enum (Required) - (e.g., Startup, Corporation)
• RegisteredAddress: String (Required)
• TaxID: String (Optional)
• **In

corporationDate**: Date (Required)

SPV (Special Purpose Vehicle)

• SPVID: String (Unique, Required)
• Name: String (Required)
• Purpose: String (Required)
• CreationDate: Date (Required)
• Status: Enum (Required) - (e.g., Active, Inactive)
• ParentCompanyID: String (Required)
• ComplianceStatus: Enum (Required) - (e.g., Compliant, Non-Compliant)

Investment

• InvestmentID: String (Unique, Required)
• SPVID: String (Required)
• InvestorID: String (Required)
• Amount: Number (Required)
• Date: Date (Required)
• OwnershipPercentage: Number (Required)
• CurrentValue: Number (Required)

SPV Financial Report

• ReportID: String (Unique, Required)
• SPVID: String (Required)
• Type: Enum (Required) - (e.g., Balance Sheet, Income Statement, Cash Flow Statement)
• Data: String (Required)
• Timestamp: Date (Required)

Compliance Check

• CheckID: String (Unique, Required)
• SPVID: String (Required)
• RegulationType: Enum (Required)
• Status: Enum (Required) - (e.g., Compliant, Non-Compliant)
• Details: String (Optional)
• Timestamp: Date (Required)

SPV Asset

• AssetID: String (Unique, Required)
• SPVID: String (Required)
• Type: Enum (Required) - (e.g., Real Estate, Financial Instrument)
• Value: Number (Required)
• Description: String (Required)
• AcquisitionDate: Date (Required)