Showing the Value of Your Stakeholders Investments (Custom Valuation)

Adding a custom valuation allows your stakeholders to track the current value and growth of their investments

1. Go to Settings > Stakeholder settings  and select one of the next access settings for stakeholders - Basic, Advanced, Full.

2. Go to Fundraising > Funding Rounds > Equity valuations.

3. Enter the value in the Custom valuation box and click Add custom company valuation. The custom valuation will be recorded as of the date you add it.

Please note, the custom valuation will apply across all share classes and you can only have one custom valuation at any given time. In the absence of a custom valuation, stakeholders will be able to see the monetary value of their holdings based on the historical valuations. These are based on the maximum share price paid in a specific funding round.