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How to track private and presale investments in Awaken

How to use the Investment label to track equity investments in Awaken

Written by Alex McCullough

Awaken pro users can now track equity investments in Awaken with our new Investment label.

This feature is designed for:

  • Angel investors

  • VCs tracking early stage investments

  • Employees tracking equity received through tokens

  • Anyone investing in presale tokens

How to Use the Investment Label

  1. Apply the investment label to the first transaction where you entered the investment.

    1. A blue button will pop up in the transaction.

    2. Go through the flow to create the investment, adding the company/token name, date of first investment, and agreement type (SAFE, SAFT, or other).

  2. Apply the investment label to any other relevant investment transactions, selecting the investment from the drop-down menu.

  3. If you have received the tokens from the investment, label them as well.

  4. On the investments tab (left hand side of Awaken), you can click in and see each of your investments, with all relevant transactions grouped together.

Click here for a short tutorial:

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