🚩 Navigate to the fund’s page → [Investments / Returns]

• From [Investments / Returns] tab, you can log and track portfolio investments, disinvestments and other related metrics.

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Updating Investment Details - [Liquidation/Conversion/Impairment]

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

2. On the right hand side of the dashboard view, select [Add Update History] and proceeded by [Add Investment History]

3. Select the type of investment update that took place - [Exit / Conversion / Impair] - and fill in the necessary information.

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