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Updating valuations

Mark-up, mark-down or change the valuation of an investment

Valuation Update

By default, Tactyc calculates the FMV of an investment based on the last post-money valuation from a financing round x the fund’s ownership % in the investment. However, frequently you may need to update “mark up or mark down” a deal even if that company did not have a financing round.
To update an investment ‘s fair market value:
  1. 1.
    Open the investment
  2. 2.
    Under Performance Cases, add a new round and select Valuation Update
  3. 3.
    A Valuation Update event will now be created. Click on Edit on the Valuation Update event
  4. 4.
    Enter the latest valuation for the company and click on Close

Bulk FMV Update

Periodically, you may want to mark-up or mark-down the valuation of multiple portfolio companies at once. Tactyc provides a Bulk Update option to make this process easier.
  • Click on FMV Update from your investments page
  • Enter the date when you want to apply the updates and whether you want to enter the Aggregate Valuation or the FMV on the deal
  • Enter your latest valuation data in the next dialog and click on Save
  • Tactyc wil automatically apply Valuation Update events for all your changed investments