To modify or delete a valuation for a company in which you invest:
- Visit Portfolio Management and select the tab for Company Valuations.
- Select the pencil icon in the column for Current Price / Share in the row for the Company whose valuation you’d like to change.
- Enter your modifications or select “Delete”.
- If modified, select “Save”.
To modify or delete a valuation for a fund in which you invest:
- Visit Portfolio Management and select the tab for Fund Valuations.
- Select the pencil icon in the column for Current Multiple in the row for the Fund whose valuation you’d like to change.
- Enter your modifications or select “Delete”.
- If modified, select “Save”.
Enterprise customers who have entered company-wide equity valuations or Round by Round valuations can access them on the Investment tab of each company record.
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