For Companies

Fundraising 101

Shares

Meeting & Conents

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Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

4. Adding Valuation History

🚩  Navigate to [Funds] → Select Fund → [Investments / Returns]

  • From the [Investments / Returns], you can log and track investments made into the portfolio company in addition to capital changes, exits, impairments or conversions.

  • Please note that you can also input your valuation history information via [⁝] → [Add Investment History] → [Apply investment record into investment valuation]


    Add Investment History


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]


    Manage Updates/Valuation


  2. Select [Add Valuation History] under Valuation History


    Add Valuation History


  3. Select the type of valuation, input all required information, and select [Add]  


    type of valuation, input all required information, and select [Add]

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