I transferred my investment: how does that impact the reporting on my investment?

If you have transferred your interest for estate planning or due to other legal obligations, the reporting for that investment is slightly more complicated. If the entity you transferred the investment to is an entity associated with your same AngelList account, you will see the value reporting listed on your dashboard with the new transferee account listed under the entity column. Generally, the Invested ($) will show as $0 for any interest that has been transferred. The proportional amount transferred will be listed under "Invested ($)" for any transferee entity associated with your AngelList account. In the event that the event had realized distributions prior to transfer, those distributions will generally be listed under the original investment entity which received the distribution.

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