Recording a Sale
To record a sale, click "Add Transaction" for the certificate being sold in the company's Investment Details tab, then enter the transaction details to record the sale.
Realized a Total Loss
To realize a total loss on an investment, follow the same steps outlined above. However, enter 0 for "Cash Received".
Recording an Acquisition
To record an acquisition event, select "Add event" then "Add exit" in the company's Investment Details tab. Note that the company being acquired will be linked to a new profile created for the acquiring company.
Recording an Exit Through IPO/SPAC
To record an exit through an IPO/SPAC, select "Add event" then "Add exit" in the company's Investment Details tab. Note that all shares currently held when a public exit is recorded will automatically convert to public equity.
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