Here is a glossary to clarify which investment data that Standard Metrics can centralize and store to help you track your investments:

For All Investments

Company Name: the name of the company
Financing Round Name: the name of the round of financing, e.g. "Series A"
Close Date: The date the financing event closed.
Financing Type: The type of financing for this round. Priced equity round or convertible round. Use convertible for SAFE and KISS notes.
Fully Diluted Shares: The fully diluted share count at the close of the round

For Equity investments

Share Class: The name of the share class of the financing event. This is found in the Articles of Incorporation or Stock Purchase Agreement from the latest financing event.
Type of Shares: The type of shares issued as a result of the financing event.
Price Per Share: The price per share for the share class from the financing event.
Fund: The name of the Fund entity that holds these securities.
Issue Date: The issue date of the certificate. Usually the same date as the close date of the financing event.
Investment Amount: The total cost of the investment in the financing event.

Fund: The name of the Fund entity that holds these securities.
Issue Date: The issue date of the convertibles. Usually the same date as the close date of the financing event.
Convertible Type: The type of convertible issued as a result of the financing event.
Investment Amount: The total cost of the investment in the financing event.