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Updating ownerships

Override Tactyc's calculated ownership

Ownership Update

By default, Tactyc calculates the ownership at the end of each round automatically. However your actual ownership may be slightly different if there are competing SAFEs, warrants, ESOP pool or other complications involved.
To update an investment's ownership% after a specific round
  1. 1.
    Open the investment
  2. 2.
    Under Performance Cases, click on + Add for the round you want to update and select Ownership Update
  3. 3.
    An Ownership Update event will be created. Click on Edit for the Ownership Update event
  4. 4.
    Enter the latest ownership for the company and click on Close