# 1. Adding Investments

🚩 **Navigate to [Funds] → Select Specific Fund -> [Investments / Returns] tab** From **[Investments / Returns]** tab, you can add, log and track investments, conversions, and exits while tracking other fund-related metrics.

## Adding Investments

1. From the Fund's **[Investments / Returns]** tab, select **[Add Investment]** on your upper right

2. When adding a new investment, select **[Add a Company]** and enter preliminary portfolio company/investment details

3. Select the newly added portfolio company under **[Company]** and input the required fields pertaining to your investment

(You must fill in all required fields marked with * to save the updated information)

### Required Fields:

a. **Company Name**  
b. **Investment Date**  
c. **Investment Currency**  
d. **Investment Type** (Equity, Bonds, Project Financing)  
e. **Security Type** (security class involved in transaction)  
f. **New Issue/Secondary**  
g. **# of Shares Transacted**  
h. **Price Per Share**  
i. **Investment Amount**  
j. **Total # of Outstanding Shares After the Transaction (Post)**