One of my companies was acquired.  What do I do?

If one of your companies was acquired, you will need to create a Stock Sale or Stock Swap transaction for each round in which you have a holding. If you have a note, you may need to enter a Note Redemption transaction or both a Note Conversion transaction followed by a stock sale transaction. Clarify with the company the exact terms of the sale and what they mean for you as an individual investor. Keep in mind that you may need to set up an Escrow Assignment if cash is being dispersed over time.

Make sure you check off the Exit Transaction in the transaction form to ensure that your investment appears in the Exits & Returns table.

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