Go to Funding Rounds from the sidebar.
The Funding Rounds dashboard shows the company’s fundraising activity.
It may show:
total raised
active rounds
total investors
documents signed or pending
round readiness
all rounds
active round cards
closing checklist
The All Rounds table shows each round with details such as:
round name
type
status
target amount
raised amount
valuation
start date
number of investors
document progress
Round statuses may include:
Draft
Active
Completed
Open a round when you need to review investors, documents, commitments, signatures, deadlines, or the round’s Data Room.
Use Create Round when you are ready to start a new funding round workflow in Undo.