Click Companies > Deal Pipeline in the top navigation.

Navigate to the deal stage the deal is currently in.

Click Investment Information on the deal card.

Note: If your deal pipeline displays a list view, click Deal Info to the right of the deal.

Click Close.

Select which class in which you invested or click Create Class to create a new class.

Follow the on screen prompts for Investment Terms and Investors. You can edit these later if needed.

Click Save Investment or Update Investment.

Next, you can create and issue invoices, send eSignature documents, upload files, or make notes. You can also leave your newly created investment, and return to do these things later. The investment now appears in your portfolio and in the company's cap table.

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