Editing funding rules

You can edit the funding rules.

Note: Before editing a funding rule, ensure that:

• Full access permissions are provided to Deal Management:

• Portfolio Page & Deal Creation

• Deal Details

• Deal Overview

• Capital Stack

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 Funding Rules tab, click Edit.

Note: To create a tranche if not already created, see Creating a tranche.

5.

Update the required tranche and click Save.

6.

Click Save.

The updated amount is displayed on the Funding Rules tab.

Note: To delete a tranche, click Delete .