Whether it’s a new funding round, a board-approved valuation, or an internal update, you can register the event directly from the valuation page.
You’ll find the “Add valuation” button in the top right corner of the valuation page.
Choose the valuation amount and date
After clicking “Add valuation”, the first fields allow you to enter:
The company valuation amount
The date when the valuation applies
Describe the valuation event
Next, you can add context to the valuation using:
A title for quick identification
A description explaining the reason or origin of the valuation (e.g., funding round, audit, internal estimate)
This ensures clarity for anyone reviewing the valuation history later.
Add related documents
You can upload any documents linked to this valuation, such as:
Valuation reports
Board resolutions
Funding round documentation
These files will be accessible directly from the valuation history for transparency and record-keeping.
Notify stakeholders (optional)
Before saving, you can choose to notify all stakeholders by email.
If enabled, each stakeholder will receive an email summarizing the new valuation event and its key details.
Validate the valuation
Once everything is filled in, click the validation button to save the new valuation.
It will immediately appear in your valuation history and update the relevant values across the platform.
Conclusion
Adding a valuation in Unlisted is a quick and structured process that keeps your company’s financial history clear and up to date.
With fields for dates, descriptions, documents, and stakeholder notifications, you can ensure that each valuation event is accurately recorded and properly communicated.