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All CollectionsCapital RaisingCreating a capital raise
Update Class Unit Price (Capital Raise)
Update Class Unit Price (Capital Raise)

In the video below we will walk through updating the unit price for a capital raise.

Juan Ramirez avatar
Written by Juan Ramirez
Updated over 3 months ago

Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.

Updating the Unit Price in a Capital Raise allows you to manage changes in your NAV/Price per Unit over time and will be applied to all future commitments.

Note: Updating the class Unit Price will not impact any existing Commitments, Documents, or Investments. If you are updating the Class Unit Price in order to update an incorrect price and need assistance editing existing records - please reach out to our team via the InvestNext chat.

Step-by-Step Instructions:

Step 1. Navigate to the 'Capital Raise' section of your Main Menu and select the appropriate Capital Raise from the list:

Step 2. Click the 'Settings' tab within the Capital Raise and then click the 'Debt & Equity Classes' tab. Then select the Class you'd like to update::

Step 3. Edit the Unit Price. Then click 'Save Changes':

Video Demonstration:

Related Articles:

Update Class Unit Price (Project)

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