Page tree
Skip to end of metadata
Go to start of metadata

Keep track of your portfolio company's fundraising history.


  1. Hit Add to add a new financial round raised.

    Rounds - JCurve Portfolio Management


  2. Fill-in key round details:
    1. Round Name: Type in the Round Name (eg Seed, Series A). Alternatively, select from the list of suggestions. 
    2. Issue Date:  The date on which the company raised the funds.
    3. Pre-Money Value: The company's valuation before the round.
    4. Fund's Role: Describe the Fund's Role in the Round (eg: Lead, co-lead)

          


  3. Add in key instrument details:



    If the company has issued multiple instruments as part of the fundraising round, select to link multiple instruments.
     
  4. Hit Save when you're done.