---
title: How to add investments to a portfolio company?
description: Learn how to add investments data to a portfolio company step-by-step.
---
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# How to add investments to a portfolio company?
## Learn how to add investments data to a portfolio company step-by-step.
*To add investments to a portfolio company, you must be a* ***VC admin*** *or a* ***VC member*** *who has access to the fund to which your company is assigned.*
- Navigate to the top bar and choose **APP.**
- On the left side bar, select **INVESTMENTS** tab.
- Hit the button **Add Transaction** at the top right.
- Select a specific investment instrument that you’d like to add: **Equity Investments, Convertible note** or **Other Investment**.
- Select a **Target company** that you want to add investments to. From there, you canenter all your investment transaction details, including **Fund, Person responsible, Currency, Investment amount, Number of shares acquired**…
- Click **Next** to provide **Additional Information** about your investment.
- Click **Next** to **Ownership/valuation update**. From here, insert the amount of fully diluted shares to **Total number of shares in the company**.Accordingly, your company valuation and fund ownership will be automatically updated. Finish this step by hitting **Add transaction**.
Once you’ve entered your investment data for your companies, navigate back to your **Investments** page. You’ll see all the investment transactions listed under each company when clicking the drop-down icon. Accordingly, Rundit aggregates your investment data and those aggregated figures are displayed in the first row (as seen in the picture below), such as *invested amount, ownership, gross IRR, multiple*,… All calculations and aggregated investment data throughout the platform will be also updated.
If you want to dive into more detailed guides for each instrument, please refer to these articles:
- [How to add an equity investment](https://support.rundit.com/how-to-add-an-equity-investment?hsLang=en)
- [How to add and convert a convertible note.](https://support.rundit.com/how-to-add-and-convert-a-convertible-note?hsLang=en)
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