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Updating Investment Valuations
Rachel Diaz avatar
Written by Rachel Diaz
Updated over 3 weeks ago

  1. Accessing the Company's Information

    • Click on "Companies" on the platform.

    • Select the specific company you want to update the valuation for.

  2. Navigating to Valuation Section

    • Within the company's page, click on "Closed/CapTable" on the left-hand side.

    • Locate and click on "Valuation" on the right side of the page.

  3. Updating Valuation

    • Click on "Update Valuation" to make changes.

    • Input all the relevant details related to the updated valuation.

    • After entering the details, save the updated valuation by clicking on "Save Valuation."

  4. Finalizing the Update

    • Confirm the updated valuation by clicking on "Valuation" at the bottom of the page.

By following these steps, you can efficiently update the valuation of an existing investment on the platform.

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