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Funding Rounds


On the company page you will find a page called ‘Funding Rounds’.


Funding Rounds summarises the total amount of money raised and total shares issued for all transactions linked to the round as seen below.




There are two ways to create a funding round.


  1. Click ‘add funding round’ which can be seen at the top of the funding round page. Enter the name of the funding round and save. When adding a new transaction you will be able to choose the funding round from the ‘funding round’ dropdown in the transaction form.



After publishing the transaction will be added to the funding round.


  1. You can also create funding rounds directly from the ‘csv importer’ just add a funding round to the spreadsheet.


You can delete or modify funding rounds by pressing the action button in the funding round table. Keep in mind that you cannot delete a funding round with linked transactions.




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