As the number of VC firms using Standard Metrics increases, it's very possible that a number of your portfolio companies may already be active on Standard Metrics with another investor! To begin collecting data from a company that is already online, you will follow the below steps to send a connection request.
*Note If a company is not yet active on Standard Metrics, you will follow these steps to add an offline company and invite the company user to the platform.
Select the Portfolio tab
Select Add Company and click Invite Company
Search for Company name, select appropriate contact, add any additional messaging and click Invite.
The company will then receive an email prompting them to login and accept the connection request. Once approved, the company will show as active on the Portfolio tab, and the company can begin sharing data as needed.