Investory has been designed to give you access to the latest data shared by your portfolio companies.

However, there are cases where you want to add your own data about a company. This can now be done by editing the Profile page of a company.

The Profile page is available for invited companies as well as manually created ones and is the single source of truth for your account (Dashboard, Reports, etc). Data changed in the Profile, does not affect any company reported data, it only allows to add your own info and/or switch back to the company provided data.

The Company Profile page can be reached either through the Advanced Portfolio Dashboard or through the "Manage Portfolio" option from main navigation menu.

If you have invited a company already, you can review the company provided data in more detail, by clicking on the Go To Company Button.

This option will not be available, in case you have not invited the company yet. In this case you will see an Invite Company Button instead.

Information shown in the investment profile can be edited manually or can be maintained by an invited company.

If a company has been invited, this data is automatically populated, without the need to change anything.

In case additional information is needed (eg. for reporting purposes) we offer a way to edit the provided data by clicking on the Edit button in the top right corner.

In edit mode, you are able to change company data.

Any change made here will not change any data provided by the company. In other words, it is your personal "view" of a company.

There are 2 ways to manage data.

1. Through direct editing (by entering data in the fields directly), in this case any change will automatically be saved.

2. Through the "Manage" Button you are able to view/switch between your data and data provided by the company (if available).

The third way of managing data is through the "Add" Button. You can also add certain information that might or might not be provided by a company. You can add it by adding a new custom field of your choice.

Currently data in the Profile, Funding and KPI pages of a company can be changed. However, we plan on adding further data management options later!

To be able to tell if any data has been changed, we added indicators that tell you immediately what data is shown.

Blue indicates that this data is managed by you (or a partner) and will not change automatically, if the company changes this information.

Green indicates that this data is managed by the company and automatically updates when the company changes anything.

Not all data is available from companies, therefore indicators are not found everywhere.

We hope this guide provided you with all necessary information, to be confident in managing your portfolio companies data.

If you have any further questions or concerns, please get in touch with us via support@investory.io or our in-app chat at the bottom right.