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Functionalities
Rundit for Investors - Get started
Investors
Account settings
User Settings
Organization Settings
Users & Funds
Currency Settings
Subscriptions
Security
Functionalities
Portfolio monitoring
Investment data
Investments Overview Dashboards
Export data
Company profile
Comments
Company reports
Portfolio activity
Global fund and currency selector
Capital allocation
Company custom ID
Industry
Labels
Currency Settings
Interactive Fund Report
Rundit for Portfolio Companies - Get started
Investor reports
Getting started
Investor groups
Metrics
File storage and sharing
Troubleshooting
Google Sheet integration
Email issues
Metrics
Reporting reminder
Navigation
FAQs
Investors
Portfolio Companies
Back to home
Support Center
Functionalities
Rundit for Investors - Get started
Investors
Account settings
User Settings
Organization Settings
Users & Funds
Currency Settings
Subscriptions
Security
Functionalities
Portfolio monitoring
Investment data
Investments Overview Dashboards
Export data
Company profile
Comments
Company reports
Portfolio activity
Global fund and currency selector
Capital allocation
Company custom ID
Industry
Labels
Currency Settings
Interactive Fund Report
Rundit for Portfolio Companies - Get started
Investor reports
Getting started
Investor groups
Metrics
File storage and sharing
Troubleshooting
Google Sheet integration
Email issues
Metrics
Reporting reminder
Navigation
FAQs
Investors
Portfolio Companies
Functionalities
Explore Rundit functionalities for Investors.
Portfolio monitoring
How to compare portfolio companies’ performance?
How to delete a company from your portfolio?
Investment data
How to edit valuation updates and funding round details?
How to add realization?
How to update your ownership, fair value or company valuation
How to use other investment instrument?
How to add an equity investment?
How to add and convert a convertible note?
How to add cross-fund investments?
How to add a SAFE investment?
How to add investments to a portfolio company?
How can I edit investment transactions
How to add co-investors to a funding round?
How does Rundit generate investment metrics?
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Investments Overview Dashboards
Return Analytics views
Investments Overview Dashboards
Export data
How to export portfolio company KPIs
Export Fund Performance and Portfolio summary data
How to export company Tear Sheet?
The content of Company Tear Sheet
How to export investment timeline chart
How to export portfolio company metric timeline chart?
How can I export Investment data?
How can I export fund holdings data?
How can I export all data?
Export Company information
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Company profile
How to track portfolio company metrics?
How to delete a metric row from a company's metrics table?
Where can I find the files shared by a portfolio company?
Where can I see all transactions of a specific portfolio company?
Where to find the summary of a specific company’s performance?
Where can I see investment returns of a specific portfolio company?
How to create charts for portfolio company metrics?
How can I rename a portfolio company?
Open portfolio company profile
Add values to companies' metric tables manually/ with Google Sheet integration
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Comments
How to comment on company reports?
How to comment on portfolio performance and share the comment with my internal team?
How to add comments to LP report?
Company reports
Where to find all company reports?
Portfolio activity
How to view portfolio companies’ and my team’s activities on the platform?
Global fund and currency selector
How can I set a display currency and a display fund?
Capital allocation
What are the diversity highlight dashboards?
Capital Allocation - Where is each data point being pulled from and how to update the data?
Company custom ID
How to add a custom ID for a portfolio company?
Industry
How to add industries/sectors to portfolio companies?
Labels
How to add a label to portfolio company?
Currency Settings
How to set or change KPI display currency in company’s metrics table?
How do I apply custom FX rates
Interactive Fund Report
How to create an Interactive LP Report?
