Portfolio Company

Capture Expected Cashflow (Bulk Upload)

To upload cashflows for instruments in bulk, follow the below steps:

1. Click on the down arrow button next to Add Cashflow button. Click on Download Template.


2. The excel file will download. Enter the details and save the file.

3. To import bulk cashflows for instruments, click on the down arrow button next to Add Cashflow button. Click on Import Data.


4. Click the Choose File button.


5. Choose the cashflow template. Click Upload.


6. The Expected Cashflow will populate based on the uploaded template.