How can I log an investment in Hub?

What to do first

1. Properly conduct due diligence of the deal and develop your conviction. 
   
   
2. Write a memo and submit the deal for a Deal Review, so our Deals team can take a look. 
   
   
3. Sign the investment document (SAFE, Convertible note, etc) and secure a double-signed copy. 
   
   
4. Log the investment in Hub (see below). 
   
   
5. Wire your investment.

How to log an investment in Hub

1. Sign the investment documents. Obtain a double-signed copy.
2. Make sure the company exists in your DEALFLOW pipeline.
3. Move the company to IN PORTFOLIO (you may have a stage "Invested" or another title).
4. Open the company details.
5. Under FUNDING ROUNDS, add a funding round (or ensure that the current funding round is listed).
6. In the funding round you will invest in, select BROWSE FILE and attach your double-signed investment document.
7. Click SAVE FUNDING ROUND.
8. Make the wire.
9. You're done. Accounting will reconcile your wire with the company and documents you've added to Hub.