> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.dealum.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Extracting investment data from uploaded documents

|| Only deal room members with [full edit access to Portfolio](https://help.dealum.com/en/article/managing-access-of-deal-room-members-1ex0spq/#6-how-to-give-different-deal-room-members-different-access-in-the-deal-room-how-to-create-and-edit-member-access-groups) + AI assistant access can extract and populate investment data using the AI assistant.

1. **Adding an investment round with the help of AI assistant via Portfolio page**

You can add a new investment round using the AI assistant from three locations on the Portfolio page:
* Click the "Add" button at the top of the page and select "Investment" from the dropdown
* Use the "Add investment" button in the header of the Investments section
* Scroll to the bottom of your portfolio company list and click "Add a company"

![](https://storage.crisp.chat/users/helpdesk/website/-/8/0/3/d/803d61f504a71800/kuvatommis-2025-08-05-161749_19y2zzb.png)

When adding an investment, a dialog will appear where you can choose “Upload contract”. 

![](https://storage.crisp.chat/users/helpdesk/website/-/8/0/3/d/803d61f504a71800/kuvatommis-2025-08-05-162054_pa7jui.png)

From there you can upload an investment document that will trigger AI processing. Once processed, the extracted round details will be displayed in the dialogue.

A copy of the uploaded contract is automatically saved in the Documents section of the corresponding portfolio company.

| If there is an existing application in your Funnel with a matching company name, the investment will be automatically linked to that application

If needed, you can later [__edit the round information manually__](https://help.dealum.com/en/article/adding-companies-and-funding-rounds-to-portfolio-4u36p/#6-editing-round-information).

| If you're using the [Investor Plus](https://dealum.com/solutions/investor) subscription, you can also add investments by [uploading the investment contract via deal room dashboard](https://help.dealum.com/en/article/adding-investments-from-uploaded-documents-o0zs0w/#3-adding-new-company-investments-from-the-investor-plus-dashboard).

2. **Using AI assistant to populate additional round details when adding a funding round from funnel to portfolio**

When you have managed a funding round on a company application in your funnel and [__add it to Portfolio__](https://help.dealum.com/en/article/adding-companies-and-funding-rounds-to-portfolio-4u36p/#6-adding-data-from-funnel-to-portfolio), you can also upload a contract and let AI assistant to extract round information that is not present in the Funding tab, such as valuation or valuation cap, share price, interest and discount rate, and similar.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/0/3/d/803d61f504a71800/kuvatommis-2025-08-05-162410_xsfgpl.png)