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FAQs

FAQs

Check out the frequently asked questions from Rundit users: Investors and Portfolio companies

Investors

How do I export data from Rundit?

I was invited by an investor to view a company’s metrics. Do I have to create a user account to be able to review the company’s data?

How to add and edit funds

As an investor, how do I invite portfolio companies to Rundit?

How do I edit the metrics template for my portfolio companies?

How do the reporting reminders work?

Can I send reporting reminders manually?

How to access portfolio company metrics

As an investor, how do I invite my team members to Rundit?

How can I view who are the company users of a shared portfolio company profile?

Can I edit the Excel import template?

How to add custom metrics?

Can I add internal comments that are only visible for me and my colleagues who have signed up to Rundit? I don’t want our portfolio companies to see the comments.

How do I edit the company report template?

I can’t seem to be able to edit some of my portfolio companies’ profile information and I no longer have access to Google sheet integration with these companies. Why?

How will I know if my portfolio company creates an investor report?

Is Rundit suitable for real estate management?

Is Rundit suitable for trading and share exchange? Are there integrations with brokers?

Does Rundit support APIs/ integration with other software or tools?

How is data backup solved with Rundit? Can we have our own copy which is regularly overwritten and up to date, i.e. once a month?

How should we input funding transactions when we are not part of that funding round? It must be documented as it affects our ownership share (dilution)

Can I give view only access to someone?

How to edit fund information?

As an investor, how do I invite users to my VC account?

How do I maintain the custom FX rate for initial company valuation?

How to add text sections to the interactive LP report?

How to convert an Interactive LP Report into a PDF

Fully diluted shares & Shares issued

How to view historical investment statistics?

Accept an invitation from a portfolio company

How do I share the interactive LP report with LPs?

How do I add attachments to the interactive LP report?

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Portfolio Companies

As a company user, how do I invite investors to Rundit?

How do I upload company metrics by integrating a Google Sheet?

Can I manage the investor groups and visibility settings?

How do I change the order of my metrics on the metrics table?

Can I send my reports to investors directly from the Rundit platform?

How do I save and publish my metrics and reports for my investors to view?

How do I add metrics and reports?

How do I change currency?

When I create groups, e.g. investor or prospect groups, will they be able to see other participants in the group?

As a company user, how do I invite my team members to Rundit?

Are the investors able to edit my metrics table?

How do I search for investors on the platform

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