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Update the valuation of an asset in the Startups & SMEs category
Update the valuation of an asset in the Startups & SMEs category

Find out how to update the value of your assets in the Startups & SMEs section.

Pierre-Luc Schaming avatar
Written by Pierre-Luc Schaming
Updated over 3 months ago

Did you link a Caption ou Crowdcube account? You can update the value of your assets as well.

⚠️ This is currently only possible on the mobile app.

If you have multiple transactions in the same startup/SME, the price per share must be updated for each investment.

🖥️ Web version

  1. Go to the Startups & SMEs page

  2. Click on the company whose valuation you want to change

  3. The list of your transactions associated with this company appears

  4. Select the 3 small dots at the end of the line on one transaction linked to this company

  5. Select Edit

  6. Go to the Details tab

  7. Enter the Current price/share (current value of a share of this company)

Video tutorial

📱 Mobile app

  1. Go to the Startups & SMEs section

  2. Tap on the company whose valuation you want to change

  3. The list of your transactions associated with this company appears

  4. Tap on one of the transactions

  5. Select Edit at the bottom left

  6. Update the value of the Current price per share field (current value of a share of this company)

  7. Confirm using the ✅ icon at the top right

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