To view your Economics and investment values, you can go to the Company Events section of your Company Page. You can view all Equity Financing events you have participated in listed In the Company Events section.
Click on a specific event, and on the top right-hand of the screen, click My Economics.
My Economics
The My Economics table captures the following:
- Metrics
- Aggregate Cost
- Implied Value
- Shares Held
- Fully Diluted Ownership Percentage
- Pre Close (if you have invested at that point; - - if null)
- Post Close (if you have invested at that point; - - if null)
- % Change
If you have invested in multiple series, there will be separate events in the Company Events section of your Company Page. The My Economics table will differ depending on your involvement in that event or investment.
My Transactions
The My Transactions table captures information about your investment in an event. It captures the following:
- Date of investment
- Security Type
- Transaction Type
- Equity Class
- Price-per-share (PPS)
- Share Count
- Total Cost
- Realized Proceeds