Portfolio (15)

Creating a Round Detail, Investment Transaction, and Capitalization

Modified on Wed, 2 Feb, 2022 at 12:52 PM
Requesting KPIs from Portfolio Companies

Modified on Wed, 14 Aug, 2024 at 4:38 PM
Recording a Note Conversion

Modified on Tue, 5 Nov, 2019 at 5:43 PM
Using the KPI Data Collection Tool

Modified on Wed, 7 Aug, 2024 at 4:28 PM
Creating a Portfolio Company

Modified on Wed, 7 Mar, 2018 at 12:22 PM
Booking a Conversion into Multiple Separate Securities

Modified on Wed, 21 Mar, 2018 at 5:18 PM
Using the Conversion Ratio Field for Ownership Calculations

Modified on Mon, 13 Aug, 2018 at 10:56 AM
How to Complete a Disposal of an Investment

Modified on Mon, 6 Feb, 2023 at 6:18 AM
How to Add Round Values in Round Detail Records

Modified on Mon, 26 Sep, 2022 at 11:18 AM
How to Create a Transaction Audit Report

Modified on Thu, 1 Dec, 2022 at 4:33 PM