Platform Management
Take control of your data and profile settings
How to: Add Custom Metrics on a Company Page
Permissions for API Keys
Investment Detail Glossary
How do I add my companies' investment details?
How do I edit Ownership %?
How do I add a Stock Sale?
Investment Detail Calculations
Creating Financing Rounds
Edit valuations and fair money value
Investment Detail Overrides
How do I run my valuations on Standard Metrics?
How do I fill out the Investment Details Importer during Deployment?
Metrics Library FAQs
How can I add or edit company metrics?
How do I add an additional user for my online Portfolio Company?
How do I leave or respond to a comment to my portfolio companies on the platform?
How do I interact with company updates?
How do I respond to company asks?
How do I send a connection request to an online company?
How do I invite an offline company to the platform?
How to create calculations on Standard Metrics.
Investment Data as Datums
Online, Pending, and Offline Statuses Explained