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How can I log an investment in Hub?

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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


This video walks you through the steps below:

  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. You're done. Accounting will reconcile your wire with the company and documents you've added to Hub.

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