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Funding Rounds

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

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

 

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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.

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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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