---
title: FAQs | Support Center
description: "Check out the frequently asked questions from Rundit users: Investors and Portfolio companies"
---

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2. [FAQs](https://support.rundit.com/faqs)

# FAQs

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

## Investors

- [As an investor, how do I invite portfolio companies to Rundit?](https://support.rundit.com/how-do-i-invite-portfolio-companies-to-rundit)
- [How to edit fund information?](https://support.rundit.com/how-to-edit-fund-information)
- [As an investor, how do I invite my team members to Rundit?](https://support.rundit.com/as-an-investor-how-do-i-invite-my-team-members-to-rundit)
- [As an investor, how do I invite users to my VC account?](https://support.rundit.com/as-an-investor-how-do-i-invite-users-to-my-vc-account)
- [How do I maintain the custom FX rate for initial company valuation?](https://support.rundit.com/how-do-i-maintain-the-custom-fx-rate-for-initial-company-valuation)
- [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?](https://support.rundit.com/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 to add text sections to the interactive LP report?](https://support.rundit.com/how-to-add-text-sections-to-the-interactive-lp-report)
- [Can I give view only access to someone?](https://support.rundit.com/can-i-give-view-only-access-to-someone)
- [As an investor user, how do I export data from Rundit?](https://support.rundit.com/how-do-i-export-data-from-rundit)
- [How to convert an Interactive LP Report into a PDF](https://support.rundit.com/download-a-pdf-from-an-lp-report)
- [Fully diluted shares & Shares issued](https://support.rundit.com/fully-diluted-shares)
- [How to add and edit funds](https://support.rundit.com/how-do-i-add-more-funds-how-to-rename-funds)
- [How do I update a company's valuation when we didn't participate in the funding round?](https://support.rundit.com/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)
- [How to view historical investment statistics?](https://support.rundit.com/how-to-view-investment-metrics-over-time)
- [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?](https://support.rundit.com/i-was-invited-to-view-a-companys-metrics.-do-i-have-to-create-a-user-account-to-be-able-to-review-the-companys-data)
- [Accept an invitation from a portfolio company](https://support.rundit.com/how-to-accept-a-connection-invitation)
- [How do I share the interactive LP report with LPs?](https://support.rundit.com/how-do-i-share-the-interactive-lp-report-with-lps)
- [How do I add attachments to the interactive LP report?](https://support.rundit.com/how-do-i-add-attachments-to-the-interactive-lp-report)
- [Is Rundit suitable for trading and share exchange? Are there integrations with brokers?](https://support.rundit.com/is-rundit-suitable-for-trading-and-share-exchange-are-there-integrations-with-brokers)
- [How do I use the search tool in Rundit?](https://support.rundit.com/how-do-i-search-for)
- [Is Rundit suitable for real estate management?](https://support.rundit.com/is-rundit-suitable-for-real-estate-management)
- [How to add company performance comments to an LP report?](https://support.rundit.com/how-to-add-company-performance-comments-to-an-lp-report)
- [How do the reporting reminders work?](https://support.rundit.com/how-do-the-reporting-reminders-work)
- [Add funding round size and total funding raised details for a portfolio company](https://support.rundit.com/add-funding-round-details)
- [How will I know if my portfolio company creates an investor report?](https://support.rundit.com/how-will-i-know-if-my-portfolio-company-creates-an-investor-report)
- [How do I edit the company management report template?](https://support.rundit.com/how-do-i-edit-the-management-report-template)
- [Add confidentiality disclaimer to interactive LP report](https://support.rundit.com/add-confidentiality-disclaimer)
- [How do I edit the metrics template for my portfolio companies?](https://support.rundit.com/how-do-i-edit-the-metrics-template-for-my-portfolio-companies)
- [How do I update my invoicing emails address?](https://support.rundit.com/how-do-i-update-my-payment-details)
- [How to add total funding raised information to company profile summary page?](https://support.rundit.com/how-to-add-total-funding-raised-to-company-profile)
- [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.](https://support.rundit.com/can-i-add-internal-comments-that-are-only-visible-for-me-and-my-colleagues-who-have-signed-up-to-rundit)
- [Show total invested per investment instrument in a chart in the LP report](https://support.rundit.com/show-total-invested-per-invested-instrument-in-a-chart-in-the-lp-report)
- [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?](https://support.rundit.com/i-cant-seem-to-be-able-to-edit-some-of-my-portfolio-companies-profiles-and-i-no-longer-have-access-to-google-sheet-integration-with-these-companies)
- [Managing Metrics in Portfolio Reporting](https://support.rundit.com/how-do-i-add-custom-metrics)
- [Company reporting metrics calculation rules](https://support.rundit.com/company-reporting-metrics-aggregation)
- [Can I send reporting reminders manually?](https://support.rundit.com/can-i-send-reporting-reminders-manually)
- [Can I edit the Excel import template?](https://support.rundit.com/can-i-edit-the-excel-import-template)
- [How can I view who are the company users of a shared portfolio company profile?](https://support.rundit.com/how-can-i-view-who-is-using-the-company-side-of-the-tool)
- [How to access portfolio company metrics](https://support.rundit.com/how-to-connect-with-a-portfolio-company)
- [How to use Rundit Excel Add-in](https://support.rundit.com/how-to-use-rundit-excel-add-in)

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## Portfolio Companies

- [How do I search for investors on the platform as a portfolio company?](https://support.rundit.com/how-do-i-search-for-investors-on-the-platform)
- [Are the investors able to edit my metrics table?](https://support.rundit.com/are-the-investors-able-to-edit-my-metrics-table)
- [How do I change currency?](https://support.rundit.com/how-do-i-change-currency)
- [How do I upload metrics by using the Google Sheet integration?](https://support.rundit.com/how-do-i-integrate-my-google-sheet)
- [How do I change the order of my metrics on the metrics table?](https://support.rundit.com/how-do-i-change-the-order-of-my-metrics-on-the-metrics-table)
- [Can I manage the investor groups and visibility settings?](https://support.rundit.com/can-i-manage-the-investor-groups-and-visibility-settings)
- [As a company user, how do I invite my team members to Rundit?](https://support.rundit.com/as-a-company-user-how-do-i-invite-my-team-members-to-rundit)
- [As a company user, how do I invite investors to Rundit?](https://support.rundit.com/as-a-company-user-how-do-i-invite-investors-to-rundit)
- [When I create groups, e.g. investor or prospect groups, will they be able to see other participants in the group?](https://support.rundit.com/when-i-create-groups-investor-or-prospect-groups-will-they-be-able-to-see-other-participants-in-the-group)
- [How do I add metrics and reports?](https://support.rundit.com/how-do-i-add-metrics-and-reports)
- [How do I save and publish my metrics and reports for my investors to view?](https://support.rundit.com/how-do-i-save-and-publish-my-metrics-and-reports-for-my-investors-to-view)
- [Can I send my reports to investors directly from the Rundit platform?](https://support.rundit.com/can-i-send-my-reports-to-investors-directly-from-the-rundit-platform)

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## AI Toolbelt & MCP

- [What AI features does Rundit have?](https://support.rundit.com/what-ai-features-does-rundit-have)
- [What is the Rundit MCP server?](https://support.rundit.com/what-is-the-rundit-mcp-server)
- [Which Rundit's AI summary tool should I use?](https://support.rundit.com/which-rundits-ai-summary-tool-should-i-use)
- [What can an API key see and change within Rundit platform?](https://support.rundit.com/what-can-an-api-key-see-and-change)
- [Is my Rundit's portfolio and fund data used to train AI models?](https://support.rundit.com/is-my-rundits-portfolio-and-fund-data-used-to-train-ai-models)

- [Rundit for Investors - Get started](https://support.rundit.com/rundit-for-investors-get-started#main-content)

    - [Investors](https://support.rundit.com/rundit-for-investors-get-started#investors)
- [Account settings](https://support.rundit.com/account-settings#main-content)

    - [User Settings](https://support.rundit.com/account-settings#user-settings)
    - [Organization Settings](https://support.rundit.com/account-settings#organization-settings)
    - [Users & Funds](https://support.rundit.com/account-settings#users-funds)
    - [Currency Settings](https://support.rundit.com/account-settings#currency-settings)
    - [Subscriptions](https://support.rundit.com/account-settings#subscriptions)
    - [Security](https://support.rundit.com/account-settings#security)
- [Functionalities](https://support.rundit.com/functionalities#main-content)

    - [Portfolio monitoring](https://support.rundit.com/functionalities#portfolio-monitoring)
    - [Investment data](https://support.rundit.com/functionalities#investment-data)
    - [Investments Overview Dashboards](https://support.rundit.com/functionalities#investments-overview-dashboards)
    - [Export data](https://support.rundit.com/functionalities#export-data)
    - [Company profile](https://support.rundit.com/functionalities#company-profile)
    - [Comments](https://support.rundit.com/functionalities#comments)
    - [Company reports](https://support.rundit.com/functionalities#company-reports)
    - [Portfolio activity](https://support.rundit.com/functionalities#portfolio-activity)
    - [Global fund and currency selector](https://support.rundit.com/functionalities#global-fund-and-currency-selector)
    - [Capital allocation](https://support.rundit.com/functionalities#capital-allocation)
    - [Company custom ID](https://support.rundit.com/functionalities#company-custom-id)
    - [Industry](https://support.rundit.com/functionalities#industry)
    - [Labels](https://support.rundit.com/functionalities#labels)
    - [Currency Settings](https://support.rundit.com/functionalities#currency-settings)
    - [Interactive Fund Report](https://support.rundit.com/functionalities#interactive-fund-report)
    - [Fund Management](https://support.rundit.com/functionalities#fund-management)
    - [AI Toolbelt](https://support.rundit.com/functionalities#ai-toolbelt)
    - [Dashboards](https://support.rundit.com/functionalities#dashboards)
- [Rundit for Portfolio Companies - Get started](https://support.rundit.com/rundit-for-portfolio-companies-get-started#main-content)

    - [Investor reports](https://support.rundit.com/rundit-for-portfolio-companies-get-started#investor-reports)
    - [Getting started](https://support.rundit.com/rundit-for-portfolio-companies-get-started#getting-started)
    - [Investor groups](https://support.rundit.com/rundit-for-portfolio-companies-get-started#investor-groups)
    - [Metrics](https://support.rundit.com/rundit-for-portfolio-companies-get-started#metrics)
    - [File storage and sharing](https://support.rundit.com/rundit-for-portfolio-companies-get-started#file-storage-and-sharing)
- [Troubleshooting](https://support.rundit.com/troubleshooting#main-content)

    - [Google Sheet integration](https://support.rundit.com/troubleshooting#google-sheet-integration)
    - [Email issues](https://support.rundit.com/troubleshooting#email-issues)
    - [Metrics](https://support.rundit.com/troubleshooting#metrics)
    - [Reporting reminder](https://support.rundit.com/troubleshooting#reporting-reminder)
    - [Navigation](https://support.rundit.com/troubleshooting#navigation)
    - [Interactive LP report](https://support.rundit.com/troubleshooting#interactive-lp-report)
    - [Investments](https://support.rundit.com/troubleshooting#investments)
- [FAQs](https://support.rundit.com/faqs#main-content)

    - [Investors](https://support.rundit.com/faqs#investors)
    - [Portfolio Companies](https://support.rundit.com/faqs#portfolio-companies)
    - [AI Toolbelt & MCP](https://support.rundit.com/faqs#ai-toolbelt-mcp)

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