To utilize the Investments feature, you'll first create your funds and add capital calls.
Below we walk you through how you can:
Create new investment rounds and transactions
Edit investment rounds
Adding Cashflows
Fund management
Creating new investment rounds and transactions
Navigate to a company profile and click the Investments section. Click +New investment to create a new investment for your portfolio company.
Fill in the round details (Round name, Investment date, Fund, and Amount invested are the only required fields to be able to save your investment entry). Then click + Add investment transaction to choose the appropriate investment your firm made in the portfolio company.
Once you've chosen the type of investment investment(s), you can add the transaction(s). Next, you'll enter the deal information for the investment. All other fields are optional. Note, the fund you tag an investment to must first be created in your fund settings.
Once you've added the transaction details, you'll click Save round at the bottom of the page.
Under the Investments tab of the company, you can now see the details of each Investment round, the Transactions associated with each company and the FMV.
Editing investment rounds
To edit an investment entry, navigate to the respective company's profile. Scroll to the far right of an investment entry and click the Pencil icon.
Clicking edit will open the Round details. From this page, you can edit any details associated with the investment round and transactions. Click Save round when finished editing the entry.
Adding Cashflows
To add a new cashflow you'll first click Transactions. Then you'll select + New cashflow.
Next, you'll enter in the Cashflow details. Then, you'll click Save.
Now the Cashflow will appear under the Transactions tab. *Please note that all rounds associated with the portfolio company will automatically create transactions*
Fund Management
Once you've entered your deal information for all your companies, navigate back to your Funds section at the bottom left of your page.
Next, click into the specific fund and you'll now see all of the investment data and transactions reflected in the specific Fund's overview.
Please let us know if you have additional questions!