Pages - JCurve Portfolio Management

Unlinking KPI Templates

about 4 hours ago • created by Jagruti Jain

Create an asset

06 Sep, 2021 • updated by Sonit Agrawal • view change

Record an Investment

02 Sep, 2021 • updated by Jagruti Jain • view change

Update Asset Details

02 Jul, 2021 • updated by Sonit Agrawal • view change

Rounds

07 Jun, 2021 • updated by Sonit Agrawal • view change

Portfolio Dashboards

07 Jun, 2021 • updated by Sonit Agrawal • view change

Share a dataroom

07 Jun, 2021 • updated by Sonit Agrawal • view change

Create a dataroom

07 Jun, 2021 • updated by Sonit Agrawal • view change

Captables on Fundwave

07 Jun, 2021 • created by Jagruti Jain

Convert Notes to Equity

03 Jun, 2021 • updated by Sonit Agrawal • view change

Create a request

25 May, 2021 • updated by Sonit Agrawal • view change

Create a Loan Amortization Schedule

19 May, 2021 • updated by Sonit Agrawal • view change

Record incomes and expenses

16 Mar, 2021 • created by Sonit Agrawal

Delete a submission

08 Mar, 2021 • updated by Sonit Agrawal • view change

Edit a submission

08 Mar, 2021 • updated by Sonit Agrawal • view change

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