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
Select the [⁝] toggle button on the right hand side of the specific investment/portfolio company you wish to update and select [Manage Updates/Valuation]
Select [Add Valuation History] under Valuation History
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)