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