The Investment Details tab is broken down into several sections:
- Details
- Investments
- Opportunities
- Risks
- Key Documents
Note: Typically edits can only be made by the Company Administrator(s).
The view / edit permissions are set by Profile.
Details
The Details panel allows you to set the EV at acquisition, Expected EV at exit & the Expected exit year.
This information can also be set via Portfolio > Portfolio Summary > Investment Status > Overview.
Investments
The Investments panel allows you to enter a Value, Date, Participation % and Description.
This information can also be set via Portfolio > Portfolio Summary > Investment Status > Overview.
Opportunities
This section allows Opportunities to be added.
The Name, Description, Type, and Expected Value Impact amount can be added.
Existing Opportunities can be removed by hovering over the Actions column to show the delete symbol.
Risks
This section allows Risks to be added.
As more details are required, you will see a Pop Up window when you click to + Add Risk:
Key Documents
The Key Documents panel allows you to Add, View or Remove Documents from this section.