Platform Management
Take control of your data and profile settings
Detailed Datum Tracer Feature
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
AI Chat Overview
How to Update or Edit Metrics for a Portfolio Company