How do I modify or delete a valuation for a company or fund?

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.