Interacting with your Portfolio
Take control of portfolio KPI data, contacts, asks and updates
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