How do I add an Important Date?

To add an important date, follow these instructions:

  • Use the “Add New” button on the left side menu bar from any page in your account to quickly add an important date. 
  • Enter the Name of Event.
  • Select the Company or Fund, if any, the date is associated with.
  • Enter the Date you want to track.
  • Add any relevant notes in the Memo field.
  • Click “Save”.

Please keep in mind that many important dates are automatically added to your account once they are entered at the Round level. These dates include maturity dates for convertible notes, expiration dates for warrants, escrow release dates, and void dates for options. 

Learn how to set reminders for Important Dates.
Learn how to set email notifications for Important Date reminders.

Have more questions? Submit a request


Powered by Zendesk