🚩 Navigate to [Funds] → Select Specific Fund -> [Investments / Returns] tab

• From [Investments / Returns] tab, you can add, log and track investments, conversions, and exits while tracking other fund-related metrics.

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Adding Investments

1. From from the Fund's "Investments / Returns" tab, select "Add Investment' on your upper right.

2. When adding a new investment, select "Add a Company" and enter preliminary portfolio company/investment details.

3. Select the newly added portfolio company under "Company" and input the required fields pertaining to your investment.

(You must fill in all required fields marked with * to save the updated information.)

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Required fields:

a. Company (name)

b. Investment Date

c. Investment Currency

d. Securities Type (Equity, Bonds, Project Financing)

e. Type (security class involved in transaction)

f. New Issue/Secondary

g. # of Shares Transacted

h. Price Per Share

i. Investment Amount

j. Total # of Outstanding Shares After the Transaction (Post) - not required for secondary transactions

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