🚩  Navigate to [Funds] -> Select specific fund from list-> and go to the [Investments / Returns] tab

• From the [Investments / Returns] tab, you can log and track investments made into the portfolio company in addition to capital changes, exits, impairments or conversions. A number of investment metrics including IRR, Multiple, Gain/Loss will also be made available to you.

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Adding Valuation History

1. Select the [⁝] toggle button on the right hand side of the specific investment/portfolio company you wish to update and select [Manage Updates/Valuation].

2. Select [Add Valuation History]  

3. Update relevant information and select [Submit].

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