Future Fund Commission Tracker

The Innovative Group

Portfolio Overview

Needs attention

Collections to date expected vs actual, quarters due on/before today

Investments

Click a row to open the quarterly payment schedule.

Reports

Pick a report, then filter.

Data & Backup

Your data lives in this browser only. Back it up regularly.

Backup & restore

This app stores everything in your browser's local storage (nothing is sent anywhere). Clearing your browser data, or opening the file in a different browser, will not carry your records over. Download a JSON backup often, and keep it in the repo or on Drive.

Sample data

Load a few example clients (from the real tracking sheet) to see how everything works. This adds to your current data.

Danger zone

Internal commission-tracking tool. For educational and operational purposes only. Not tax advice.
Future Fund commission structure: 2% annual to TIG (1.5% agent / 0.5% TIG), paid quarterly. Figures reflect the TIG knowledge base.

Add Investment

First quarterly payment expected — · — quarterly payments generated across the lock-up.

Investment

Quarterly payment schedule

Enter actuals as payments arrive. Mismatches and late/overdue payments are flagged automatically.

Expected amounts are 2% annual ÷ 4, computed from the current investment amount (update the amount and they recalc). Actual = what Irvine actually wired. Agent paid / TIG kept = how you split the received amount.

FF

Future Fund Commission Tracker

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