The ‘Issue Shares’ functionality with an 'Investment Round' section is ideal for equity rounds where you are immediately issuing shares to the investor. We understand the importance of grouping rounds together, so we support this feature as well.

To add an investment round, navigate to the 'Transactions' section in the 'Securities' block in the left-hand menu, click on 'Add Transaction' and then 'Issue Shares', after that then scroll down to the 'Investment' section.

There you’ll need to provide the following information:

1. Investment Round Name: Add the name of the investment round. You can later view and edit this information in Company-Settings block.

2. Investment Amount: Enter the total amount invested in your company by the investor.

After adding all the information save the details of the transaction.