Investment firm management

Set up your investor dashboard and learn more about what you can do within it

• How to create a (new) investment firm (portfolio)?
• How do I add companies to an investment firm?
• How to accept invitations from my portfolio companies and set up my investor account?
• How to move a company/investment to a different investment firm (portfolio)?
• How to invite collaborators to Investment Firms?
• How to invite collaborators to My portfolio?
• How do I manage an investment vehicle vs. personal direct investments?
• How do I change the currency of my personal portfolio or investment firm?
• How to use the KPI dashboard as an investor?
• How to mark companies as write-off, trade-sale or IPO, or add custom tags?
• How are investment firm performance dashboard numbers computed?