Updating Follow-on Reserves


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.

  2.           Screen_Shot_2020-10-01_at_8.16.24_PM.png

 Once you are on the RESERVE TRACKING INPUT page,


  1. 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.
  2. 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.
  3. 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.









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