🚩 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.
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.)
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