Bulk Update Options
Periodically, you may want to “bulk update” multiple investments quickly. For e.g. changing assumptions for future funding rounds, future exit scenarios and probabilities or updating sector, commentary etc. Tactyc offers a range of “bulk update” options that are available from the Bulk Imports & Updates dropdown from your investments page.
Update Rounds
The Planning View enables you to change assumptions for rounds within an investment.
Click on Planning View from our investments page
Select whether you’d like to edit Historical or Future Rounds
Select the parameters you’d like to edit (for e.g. Investment Amount, Round Size, Valuations, Graduation Rates etc.)
Enter your updates and click Save
Update Qualitative
The Bulk Update Qualitative Data option enables you to mass update all metadata associated with your investments (for e.g. Sector, Geography, Commentary, Tags etc.).
Click on Bulk Import > Qualitative Data from your investments page
Download the Excel template
Fill out the Excel template offline with updated date
Upload the completed Excel template
Update FMV
Periodically, you may also want to update the FMV and ownership % for each deal. Typically this requires a Valuation Update or an to be added for each investment. The FMV Update option enables you to mass update ownerships and valuations for multiple investments at once.
Click FMV Update from your investments page
Select the date of update and where you are entering FMV (value of the fund’s holdings) or Aggregate Valuation (total equity value of the company)
Enter the latest data and click Save. Tactyc will automatically apply the Valuation Update and Ownership Update events into each investment accordingly.
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