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]

  
  

  

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] under Valuation History

   
   

   

   
   

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

   
   

   

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