Deal Summary

To reach the deal summary page:

1. Go to the Portfolio level of the app by clicking the top-left logo.

2. Click the Exit Plans tab and Funds sublink.

2. Click the Deal Summary link.

To see a deal summary

1. Choose a fund.

2. Select a deal.

3. Click the Update button.

4. The deal summary is displayed below.

To export the Deal Summary

Click the Export to Excel link.