How to set up investment Funds

Creating investment Funds to track investments

Creating a New Fund

From the portfolio page, click the settings cog in the bottom left of your screen to open the Settings panel. From here, click fund settings from the inner left side panel. Click +New fund to create a new fund.

Add a name, fund size, and formation date. Click Create when finished.

Now that you've created your fund(s), you can start inputting investment rounds to track your fund's performance. Check out How to track investment rounds to learn more!

Note: The ability to create multiple funds is only available on certain plans. Reach out to your Investor Success Manager to learn more.

Please let us know if you have additional questions!