How do I edit a Company, Investment Fund, Round or Transaction?

To edit a Company, Investment Fund, Round or Transaction, follow these instructions:

  • Go to Portfolio Management and select the appropriate tab for Companies, Funds, Rounds or Transactions, depending on what you'd like to edit. 
  • Locate the entry you'd like to edit by viewing the list of entries or by using the search fields.
  • Click on the pencil icon in the corresponding row of the far right column for Edit/Share.
  • Make the necessary changes.
  • Save your changes.

You can also edit a transaction by going to the Transaction Register, locating the transaction you want to edit from the chronological list, and clicking on the pencil icon in the right hand column.

After making edits, you may need to refresh your screen before your changes are apparent.

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