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Overview:

You may need to make changes to existing investments in IMS. The video above is a visual guide for this workflow, or you may follow the step-by-step instructions below.

Step-By-Step:

1. Select the Projects tab and select Project List from the drop-down menu. 

edit investment 1.png

2. Search for and select the Project in which the investment resides.

edit investment 2.png

3. Navigate to the Entity and Class in which the investment resides, search for the investor and select the drop-down next to the investor.

edit investment 3.png

4. Choose Edit Investment from the drop-down next to the investor.

edit investment 4.png

5. Make any necessary edits to the Investment Details, Payment Details and/or External System IDs before selecting Save.

edit investment 5.png

6. The Cap Table will refresh to show the latest updates that you have made. 

Editing Investments in Bulk:

Please note if you have quite a few investments to edit and do not wish to edit them one by one, you can use the bulk edit feature. For a full breakdown of this workflow, click here.

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