You can add investment details for your companies on Standard Metrics by navigating to the investment details section on any portfolio company page.
To add a round of financing:
Click +Add event to add the details from the round your firm invested in such as Round Name, Close Date, and Fully Diluted Share Count.
Next, click +Add Share Class and specify the Name of the Share Class, Type of Shares your firm purchased, and the Price per Share.
Lastly, click +Add next to Certificates header. Here you can enter specific details of your firms investment in that share class like Number of Shares and Investment Amount.
Repeat steps 1-3 for any subsequent rounds of financing that your firm participated in. We also suggest you repeat steps 1-2 for any subsequent rounds that your firm didn't participate in to keep the Market Cap and Fair Value of your ownership accurate.
The investment details will populate on the corresponding company page and on the portfolio dashboard for a single pane of glass view into your portfolio companies KPIs and investment metrics.
For a video walkthrough of adding a round, check out the video below:
Need further assistance? Feel free to reach out to support@standardmetrics.io for help with implementation.