For Investors
Everything operating and investment teams need to collect data, manage investments, and report on their portfolio.
By Joshua1 author54 articles
- Investment Detail Glossary
- How do I use the Advanced Investment Details Importer?
- How do I edit Ownership %?
- How to Record a Sale or M&A Event
- Investment Detail Calculations
- Creating Financing Rounds
- Edit valuations and fair money value
- Investment Detail Overrides
- How do I run my valuations on Standard Metrics?
- Managing Investment Details for a Company
- How can I add or edit company metrics?
- How do I add an additional user for my online Portfolio Company?
- How do I interact with company updates?
- How do I send a connection request to an online company?
- How do I invite an offline company to the platform?
- Online, Pending, and Offline Statuses Explained
- Detailed Datum Tracer Feature
- How to: Add Custom Metrics on a Company Page
- Metrics Library FAQs
- How do I leave or respond to a comment to my portfolio companies on the platform?
- How do I respond to company asks?
- How to create calculations on Standard Metrics
- Investment Data as Datums
- How to Update or Edit Metrics for a Portfolio Company
- Exporting Data from the Exports Tab
- Out-of-the-box Reporting
- Tear Sheets: Best Practices
- Document Management
- How do I create an API key for the Standard Metrics API?
- How do I Install the Standard Metrics Add-in for Excel?
- How do I sign into the Standard Metrics Add-in for Excel?
- How do I write a formula in the Standard Metrics Add-in for Excel?
- FAQ: Excel Push Functionality
- Reporting in Standard Metrics: Best Practices for Getting the Most Out of Your Data