All Collections
Investors: Features
How can I add data for my portfolio companies as an investor? (Investor-Managed Companies)
How can I add data for my portfolio companies as an investor? (Investor-Managed Companies)

You can now prepare your portfolio companies' accounts before transferring them to the startup teams.

Naveed Mehdi avatar
Written by Naveed Mehdi
Updated over a week ago

You can easily create a company account, upload all necessary information and historical data, and then choose between managing it internally or transferring ownership to the startup team. You can click here to know more about Investor Managed Companies

In order to get started, click on the "New" button on upper right corner followed by "New Company"

A dialog box will open (screenshot below), please click on "Setup a company and manage its data yourself"

Once you are in the setup, please start adding your company details like Company name, location, year of establishment and other company related details.

After mentioning all the details, click on "Create Company" button at the end to finish the process.

How to setup a company

After setting up your company, click on "My Portfolio" under your name initials in the upper right corner.

Search for your company and click on "Go To Company" in order to upload data for your portfolio company in "KPIs".

How can I add data for my portfolio companies as an investor?

Reach out to us if you do not see an option to setup your own companies or face any issues in the process.

Did this answer your question?