This article provides a high-level summary and overview of how to upload both new and historical portfolio data in FundPanel, based on the articles available in this FundPanel support folder.
TABLE OF CONTENTS
Uploading New Portfolio Records
When uploading new portfolio records, FundPanel requires your data to be separated into three different categories:
- Company Summaries: These records provide an overview of the portfolio companies, including company details, and industry sector.
- Round Details: These records contain information about specific funding rounds for the portfolio companies, such as investment date, round size, and share class.
- Transactions: These records track individual transactions related to an investment round, such as fair value and proceeds.
Uploading Historical Portfolio Data
Historical data uploads involve importing past records for company summaries, round details, or transactions sequentially. This ensures accurate representation of the historical performance of your investment funds. To upload historical portfolio data, follow these steps: