How do I add/edit investment rounds?

In the menu, select assumptions/financing/investments. Then select the Investors tab. Select Add an Investment to add a new investment round. Then enter all the data about it. Select the delete icon associated with any investment round to delete that investment round. Select the investment round name to change the name of the round. In the columns labeled Amount and Price per Share, enter the amount of money to be raised and the price per share (Offtoa will calculate the number of shares and you will see that on your cap table).

Related Questions:

How do I add/edit founders round?

Can I pay off a loan with an investment round?

How do I handle in-kind investments?


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