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Investment firm management
Getting Started
Stakeholders
General
Invitations
Ownership
Transactions
Scenario Modelling
Equity plans
Pools
Grants
Exercising
Documents
Signatures
Templating
Holding Confirmations
Investor relations
Reports
KPIs
Settings
Account
Investment firm management
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Help Center
Investment firm management
Getting Started
Stakeholders
General
Invitations
Ownership
Transactions
Scenario Modelling
Equity plans
Pools
Grants
Exercising
Documents
Signatures
Templating
Holding Confirmations
Investor relations
Reports
KPIs
Settings
Account
Investment firm management
Webinars
Investment firm management
Set up your investor dashboard and learn more about what you can do within it
How to accept invitations from my portfolio companies and set up my investor account?
How to create a (new) investment firm (portfolio)?
How do I add companies to an investment firm?
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 are investment firm performance dashboard numbers computed?
How to mark companies as write-off, trade-sale or IPO, or add custom tags?