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Creating a Round Detail, Investment Transaction, and Capitalization
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Requesting Financials from Portfolio Companies
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Recording a Note Conversion
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Using the KPI Data Collection Tool
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Creating a Portfolio Company
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Booking a Conversion into Multiple Separate Securities
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Using the Conversion Ratio Field for Ownership Calculations
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How to Complete a Disposal of an Investment
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How to Add Round Values in Round Detail Records
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How to Create a Transaction Audit Report