Companies View
The Companies section provides a detailed overview of all companies you're connected with, either as an admin/collaborators, either as an investor.
Company Cards
Each company is represented by a card showing:
Company name and logo initial
Your holdings breakdown:
Number of shares owned
Number of options (if any)
Convertible amounts (if any)
Status indicators:
ADMIN: Indicates you have administrative rights for the company
VIEWER: Indicates you have view-only access
⚠️ Warning icon: Indicates pending confirmation or manual entry
Types of Securities
For each company, you can view:
Shares
Your direct equity ownership in the company
Displayed as a specific number of shares
Options
Stock options granted to you
May be vested or unvested
Displayed as number of option shares
Convertibles
Convertible securities (notes, SAFEs, etc.)
Displayed in monetary value when applicable
Shows "N/A" if no convertibles exist
Access Levels
The platform supports different access levels:
ADMIN: Full access to manage company information
Can update share prices
Can manage company details
Can confirm other investors
VIEWER: Read-only access to company information
Can view share counts and valuations
Cannot make changes to company data