Step by Step:

First, you will want to navigate the project, then the entity and class that has the investment.

Locate the investment that you would like to delete and click on the arrow to the left of the investor’s name. Choose delete investment from the dropdown menu.

A message comes up asking if I am sure I would like to permanently delete the investment. If you change my mind, you can click on Don’t Delete.

If you would like to delete one contribution, the drop-down and then View Contributions, find the contribution you would like to delete, and delete the investment. When the cap table refreshes, you can see that this shows as just one contribution.

It’s important to note that the system prohibits us from deleting investments that are connected to other actions.

For example, if you try to delete Arlene’s investment in this project, you get an alert saying it is associated to distributions and cannot be deleted.

Was this article helpful?
0 out of 0 found this helpful