솔루션

제품

파트너십

계약 안내

유용한 자료

회사 소개

솔루션

제품

파트너십

계약 안내

유용한 자료

회사 소개

솔루션

제품

파트너십

계약 안내

유용한 자료

회사 소개

For Private Companies

Fundraising 101

Shares

Meeting & Consents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self-Onboarding

Dashboard

Data and Reports

For Investors

Fund

Portfolio

Invest / 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]

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

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

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

For Investors

For Private Companies

For Investors

For Private Companies