How do I add an Important Date?

To add an important date, click on the Important Dates section of your account and follow these instructions:

  • Click the orange "Add Date" button.
  • Enter the Name of Event.
  • Select the Company or Fund, if any, the date is associated with.
  • Enter the Date you want to track.
  • Add any relevant notes in the Memo field.
  • Click “Save”.

Note that you can also use the orange “Add New…” button on the left side menu bar from any page in your account to quickly add context-sensitive entries. 

Please keep in mind that many important dates are automatically added to your account once they are entered at the Round level. These dates include maturity dates for convertible notes, expiration dates for warrants, escrow release dates, and void dates for options. 

Learn how to set reminders for Important Dates.

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