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For Investors
For Investors
All investor related how-to's
R
By Joshua and 4 others
5 authors
40 articles
Data Collection
How do I create an Information Request?
How do I send an Information Request?
How do I create an Information Request template?
How do I add Custom KPIs on an Information Request?
Information Request Checklist
FAQ: Time granularity for metrics in your Information Request
Platform Management
Detailed Datum Tracer Feature
How to: Add Custom Metrics on a Company Page
Permissions for API Keys
Managing your Investment Details
9 articles
Interacting with your Portfolio
11 articles
Reporting Workflows
Excel Add-in
4 articles
Reports and Exports
2 articles
In-app reporting
1 article
FAQs
How do permissions work?
How are MOIC and Gross IRR Calculated?
Okta
2 articles
