Editing an account

Note: Before editing an account, ensure that:

• Full access permission is provided to the Deal Management:

• Portfolio Page & Deal Creation

• Deal Details

• Deal Overview

• Capital Stack

To edit an account, 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 Accounts tab, click Edit .

5.

On the Edit Account dialog box, update the required details.

6.

Click Save Account

A message is displayed indicating that the account is updated successfully.