You can link certain share issuances, transfers or conversions to specific funding rounds, to keep track and align on how much has been raised throughout.
To create a funding round
There are three ways to create a funding round:
1) Shares Tab
If you head to the Rounds section on the Shares Page. You will see the option to now add a funding round.
The only other step needed is to name each funding round to give clear distinction to how much has been raised on each round.
2) Manually on Capdesk:
Upon creating an offline issuance, transfer and or conversion. You can add a funding round from this section in the product as well.
Click ‘add funding round’ button. Enter the name of the funding round and save. When adding a new transaction you will be able to choose the funding round from the ‘funding round’ dropdown in the transaction form.
Funding Rounds summarises the total amount of money raised and total shares issued for all transactions linked to the round. You can find this page by going to the Shares tab (under Ownership) -> Rounds.
The funding rounds are sorted by start and end date.
After saving/publishing the transaction, it will be added to the funding round.
3) Import file:
Additionally, you can also create funding rounds directly from the ‘csv importer’. There is a “funding_round” column and you can add the funding round name to the transaction.
You can modify or delete funding rounds by pressing the action button (far right with 3 dots) in the funding round table. Please note that you cannot delete a funding round with linked transactions.
If you need further assistance, you can reach out to us by submitting a support ticket here.