Editing a funding source

You can update the funding sources.

To edit a funding source, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, click Deal ID or View for the required deal.

3.

On the left navigation menu, click Capital Stack.

4.

On the Capital Stack page, in the Capital Structure tab, click edit for the funding source that you want to update.

5.

In the Edit Funding Source dialog box, update the required details and click Confirm.

The Capital Stack page is displayed with the updated amounts.