2. Updating Investment Exits, Conversions, and Impairments
🚩 Navigate to the fund’s page → [Investments / Returns]
From [Investments / Returns] tab, you can log and track portfolio investments, disinvestments and other related metrics.
Updating Investment Details - [Exits/Conversions/Impairments]
Select the [⁝] toggle button next to the specific investment you wish to update and select [Manage Updates/Valuation]
![](https://framerusercontent.com/images/PE5GcaWyN4vWmiCIcW10oE0Qs.png)
On the right hand side of the dashboard view, select [Add Update History] → [Add Investment History]
Select the type of investment update that took place - [Exit / Conversion / Impair] - and fill in the necessary information.
Exit
![](https://framerusercontent.com/images/6exTJjnYv7q3DvulzRwFjnvLqy8.png)
You will be required to input required information (*) based on the type of investment exit selected
Conversion
![](https://framerusercontent.com/images/Q419euU8JrEnpTfTVtmlcUzU.png)
You will be required to input required information (*) based on the type of conversion selected
Impair
![](https://framerusercontent.com/images/Tghox06Qsmw6RToYmKtXDd6SfiM.png)
You will be required to input required information (*) based on the type of impairment selected