We now support multiple share types and classes in equity investments
You can now record and manage multiple share types and classes within a single equity investment. This is available across initial investments, follow-ons, and conversions to equity.
This means you can accurately reflect the real capital structure of a company, including common shares, preferred shares, and various share classes (e.g., Class A, Class B, Series A Preferred, etc.), all within one investment record.
Exits are now also share-based, meaning every exit is tied to the specific shares being sold or liquidated. This makes your portfolio records significantly more granular and precise, giving you a much clearer picture of your position at every stage of an investment's lifecycle.
You can now record share rights
Alongside share classes, you can now attach specific rights to shares, such as voting rights, liquidation preferences and seniority.
Why it matters: Share rights directly impact valuation and exit scenarios. Recording them ensures your portfolio reflects the true economic and governance structure of each investment.
We've improved the user experience of some key flows in Portfolio
- Initial investments and follow ons — Stepped approach, cleaner entry of share count, price per share, investment amount and calculations.
- Conversions — Streamlined tracking of convertible instruments converting into equity.
- Share splits — Automatic adjustment of share counts and per-share values after a split, and autocalculations using ratios.
- Exits — Improved exit flow capturing exits per share class, and improved support for write offs.
We've also added a summary page that displays all the information you've recorded in an operation before submitting it to Portfolio. This gives you a chance to review everything at a glance and ensure your data is accurate before it's saved.
We now have improved write-off support
Recording a full or partial write-off of an investment is now more straightforward. You can mark an investment as written off, specify the write-off date, and have valuations update accordingly.
Why it matters: Write-offs have a direct impact on portfolio valuation. Cleaner write-off handling means the operations in Portfolio are correctly labeled, and your performance metrics stay accurate without manual adjustments.
Portfolio navigation is now cleaner and streamlined
All portfolio operations are now centralized within the company profile, rather than being spread across different tabs in the sidebar. This means fewer clicks and a more intuitive, cleaner workflow when managing your investments.
Goodbye Database - An enhanced Companies Table View is here
We're letting go of our old Database table, which will be now substituted by an enhanced table view in the Companies section. This section has been redesigned for clarity and usability, and to allow for better edits when you need them. You can now see richer data at a glance, with improved columns, sorting, and filtering options to help you navigate your portfolio more efficiently.
Editing operations just got easier
You can now edit any operation by clicking the Edit button, which opens the familiar "Record an Operation" panel with all your existing information pre-filled. No more hunting through individual cells in a table to update your investments! everything is in one place, clean and straightforward.
Important Note: These updates may impact existing company or portfolio valuations. If you need personalized assistance, our team is available via Live Support Chat or at support@edda.co.