If a company is not yet using Standard Metrics for investor reporting, you will follow the below steps to add a new company shell and invite the company user to the platform.
*Note if a company is already online on Standard Metrics with another investor, you will follow these steps to submit a connection request.
Select the Portfolio tab
Select Add Company and click Add Offline Company
Enter in the Company Name and click Add.
This will create a blank company shell which you can view on the Portfolio tab.
When you are ready to invite the company to the platform, you will navigate to the individual company page.
In the top right, you will see an option to invite this company to Standard Metrics. Click Invite
On the next screen, enter in any additional contacts as needed, add any additional messaging if desired and click Invite
