Book valuations with a single unified tool

Book valuations with a single unified tool

Author: 

Eden Renee

|

Read time: 

1 minute

Published date: 

September 2, 2026

All seven valuation booking paths now route to a single tool, with built-in guidance for convertibles, SAFEs, and cross-fund issuers.

What it is

Total value and per-share value entry are both available in the unified tool, with FX and parallel fund bookings in the same flow. You can also book valuation updates for convertibles and SAFEs from the same tool.

Why it matters

Fund CFOs no longer need to navigate different tools depending on security type or fund structure. Every valuation booking entry point routes to the same experience. When an issuer is held by more than one fund, the tool flags it so you can update across all funds at once. Convertibles and SAFEs include built-in best-practice guidance in the booking flow.

Author: Eden Renee