FAQs - Portfolio Pro

What is Diligentsia Portfolio Pro?

Diligentsia Portfolio Pro is a subscription plan designed for:

Advisors
Angel investors
Angel networks
Venture capital firms
Private equity firms

It provides:

A centralized portfolio dashboard
Monitoring functionality across multiple companies
Automated due diligence checklist generation
Portfolio benchmarking tools

For further commercial details, please contact: sales@diligentsia.co.uk or use the support messenger.

What is the purpose of Portfolio Pro?

Portfolio Pro enables advisors and investors to:

Monitor multiple companies in one place
Benchmark companies within a portfolio
Generate due diligence checklists
Track readiness, completeness and risk

It provides oversight and structure across portfolio companies.

Adding Companies to Portfolio Pro

How do I add companies?

Adding clients or investee companies is straightforward.

Please refer to the dedicated article:

“Adding a Client and Client Authorization under the Investor Module”

The process includes:

Creating or adding the company
Sending an automated authorization request
Waiting for company approval.

Do I need permission from the company before adding them?

No. You can create the company record first. The platform then sends an automated email to the company’s designated contact (typically the CEO) to request authorization.

The company can:

Grant dashboard-only access
Grant full access
Restrict specific modules

Access levels are permission-based.

Is there a limit to how many companies I can add?

There is no fixed numerical limit. However: Each company requires its own subscription plan.

Portfolio Pro provides the monitoring layer, it does not replace company subscriptions.

Can I remove a company from my portfolio?

Yes. You can remove a company at any time from your portfolio dashboard. Once removed:

It will no longer appear in your portfolio view
You would need to re-add it if access is required again

Can I export portfolio reports?

Yes. Reports generated within the portfolio dashboard can be exported for:

Internal analysis
Sharing with clients
Investment committee review

Is there a free trial?

Please contact sales@diligentsia.co.uk to discuss trial availability.

Can I cancel Portfolio Pro?

Portfolio Pro subscriptions are subject to 12-month contract terms. For cancellation:

Contact sales or support.

Can I upgrade Portfolio Pro?

Yes. Upgrades are handled through the commercial team. Contact support or sales for assistance.

How secure is Portfolio Pro?

Portfolio Pro uses:

Encrypted infrastructure
Multi-factor authentication
Permission-based access control

Security standards apply consistently across all plans.

Benchmarking

What industries are covered?

Benchmarking tools support multiple industries.

Metrics are tailored based on:

Industry classification
Company stage
Data inputs

Benchmarking output depends on completeness of company data.

Troubleshooting

I cannot add a company to my portfolio

Confirm company is UK Companies House registered
Confirm correct email was entered

If unresolved, contact support.

The client has not granted permission

Confirm email address is correct
Ask them to check spam folder
Resend invitation

You cannot access restricted modules without authorization.

My dashboard is not showing all companies

Refresh the dashboard
Confirm permission has been granted
Confirm subscription is active

Benchmarking data is not updating

Benchmarking relies on:

Company data completeness
Industry inputs

Ask companies to complete required modules.

I cannot export reports

Ensure:

Report generation is complete
Your permission level allows export

What happens if I cancel Portfolio Pro?

You will lose portfolio dashboard access
Underlying companies retain their own data and subscriptions

Can I assign team members to manage portfolio companies?

Yes. Use the permissions settings to assign roles and access levels.

What security measures protect portfolio data?