How do I fill out the Investment Details Importer during Deployment?

Please refer to the video below.

Here are the best practices for successfully filling out the Investment Details Importer during deployment.

Holdings Tab

Please refer to row 3 for the Required and Optional fields
The field ‘Company name’ should match exactly with the company name displayed in the Standard Metrics platform
Investment amount should not be the cost allocated to the investment but the check size written to the portco
The Holding ID field will be populated by the Standard Metrics team
All investment events are point in time
There are 4 types of securities we support on the platform:
- Equity
- Convertibles
- Warrants (due date and exercise price are required)
- Crypto
If you provide shares purchased and investment amount, price per share will automatically be calculated upon import
Co-investors, Pre-Money Valuation, and Round size are optional
- Please separate Co-investors with a comma and a space
- Ex. "Investor A, Investor B"
All currency defaults to USD unless otherwise specified

There are 3 types of transactions we support using the importer:
- Sales: partial or full
- Conversions (Note or SAFE to Equity)
- Warrant Exercises
The Holding ID field will be populated by the Standard Metrics team

Fair Value and Ownership Overrides are recorded at the fund level
Post-Money Overrides are only recorded at the company level
Post-Money and Ownership Overrides will be tied to a date, not a round once imported