1. Adding Investments
🚩 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.
Adding Investments
From the Fund's [Investments / Returns] tab, select [Add Investment] on your upper right
When adding a new investment, select [Add a Company] and enter preliminary portfolio company/investment details
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)
Required Fields:
a. Company Name
b. Investment Date
c. Investment Currency
d. Investment Type (Equity, Bonds, Project Financing)
e. Security 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)