What to do first

1. Properly conduct due diligence of the deal and develop your conviction. 
   
   
   
2. Write a memo and submit the deal for a Deal Review, so our Deals team can take a look. 
   
   
   
3. Sign the investment document (SAFE, Convertible note, etc) and secure a double-signed copy. 
   
   
   
4. Log the investment in Hub (see below). 
   
   
   
5. Wire your investment.

How to log an investment in Hub

1. Sign the investment documents. Obtain a double-signed copy.
2. Make sure the company exists in your DEALFLOW pipeline.
3. Move the company to IN PORTFOLIO (you may have a stage "Invested" or another title).
4. Open the company details.
5. Under FUNDING ROUNDS, add a funding round (or ensure that the current funding round is listed).
6. In the funding round you will invest in, select BROWSE FILE and attach your double-signed investment document.
7. Click SAVE FUNDING ROUND.
8. Make the wire.
9. Notify your VA and Fund Accounting in your channel. Accounting will reconcile your wire with the company and documents you've added to Hub.