Managing Investment Details for a Company

To manage a company’s investment information, first open that company’s Investment Details page.

From there, you can add financing rounds and other events that affect ownership, valuation, or exit outcomes.

Add a New Financing Round

To record a new round of financing:

1. Click Add Event.

2. Select Add Financing.

3. Enter the round details, including:

   • Round Name

   • Close Date

   • Fully Diluted Share Count

   • Round Size

   • Pre-Money Valuation

Track Liquidation Preferences

If you would like to track liquidation preferences for the round:

1. Toggle from Financing to Preferences.

2. Turn on Track liquidation preferences for this round.

3. Enter the applicable terms, including:

   • Preference Multiple

   • Participation Type

   • Seniority Position

Add Securities to the Round

After creating the financing round, you can add the relevant securities for your investment.

Choose the appropriate option to record the investment type:

• Add Share Class for equity holdings

• Add Warrant for warrant holdings

• Add Convertibles for convertible instruments

Add Certificates for Equity Investments

If you add a share class for an equity investment, click Add Certificate to record the specific investment details associated with that holding.

Record Additional Rounds

Repeat this process for each financing round your firm participates in.

We also recommend recording subsequent financing rounds even if your firm did not participate. Doing so helps keep your Market Cap, Fair Value, and Ownership calculations accurate as the company raises additional capital over time.

Record a Preferred-to-Common Reclassification

Investment Details does not currently have a dedicated event for reclassifying preferred shares into common shares. To show the current holding while preserving the historical preferred financing round, remove the existing preferred holding or holdings and add the replacement Common holding or holdings after the reclassification.

Do not simply edit the old preferred share class to Common. Editing it relabels the historical investment instead of clearly showing the reclassification.

Use a sale transaction only when an actual sale occurred. Do not use a sale to imply that shares were sold for cash solely because they were reclassified.

This guidance is separate from the Advanced Investment Details Importer support for Notes or SAFEs converting to equity; that documented conversion support does not describe preferred-equity-to-common reclassification.

Record Other Event Types

The Add Event button can also be used to record other changes, including:

• Dilution

• Cryptocurrency holdings

• Acquisition

• Public Exit

These event types help maintain a complete and current view of the company’s investment history.

Customize the Overview Pane

Each company’s Investment Details page includes an Overview pane that gives your team quick access to the information that matters most.

To customize it, click the gear icon and choose which fields to display. You can include both performance metrics and custom columns from the Portfolio dashboard, so the pane reflects the data most relevant to your workflow.

Available performance metrics include Fair Value, Realized Value, MOIC, First Investment Date, Ownership, Latest Post-Money Valuation, and Gross IRR. These metrics are calculated from the company’s investment details. In some cases, you can manually override a value by clicking the pencil icon in the Overview pane.

The custom columns available in the Overview pane are the same ones used in the Portfolio tab. To add a new custom column, create it from the Portfolio tab first, then add it to the Overview pane.

Need further assistance? Feel free to reach out to support@standardmetrics.io.