You can add or change a Follow-on Reserve Number, by navigating to the RESERVE TRACKING INPUT page. There are three ways to access it:
(1) Tools Menu: Select "Reserve Tracking" from the "Tools" menu in the upper right-hand corner of your screen.
(2) Fund Portfolio Overview Page: Click on the three dots to the right of any portfolio company line item and select "Reserves."
(3) Portfolio Company Page: Click on the "Reserve" box on the left-hand side of the page.
Once you are on the RESERVE TRACKING INPUT page,
- Select the Fund and Portfolio Company — if you accessed this from the Fund Overview page or Portfolio Company page, those will automatically be filled in for you.
- Click on the pencil icon to the right of the Follow-On Reserve $ and input the dollar amount and effective date. You can choose any date up to the current date. You cannot select a future date. If a value already exists for the selected date, you will replace that value.
- It will automatically populate the users name so that you can track the history on the right side of the age.
Please refer to this video for more detailed instructions.