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

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

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]

  1. Select the [⁝] toggle button next to the specific investment you wish to update and select [Manage Updates/Valuation]

Manage Updates/Valuation
  1. On the right hand side of the dashboard view, select [Add Update History] [Add Investment History]

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


Exit

type of investment exit selected

You will be required to input required information (*) based on the type of investment exit selected


Conversion

type of conversion selected

You will be required to input required information (*) based on the type of conversion selected


Impair

type of impairment selected

You will be required to input required information (*) based on the type of impairment selected