Company custom ID
      Back to home
      1. Support Center
      2. Functionalities
      3. Company custom ID

      How to add a custom ID for a portfolio company?

      Learn how to add a custom ID for a portfolio company

      • Navigate to Portfolio Companies, click the three dots on the right from the company you want to include a custom ID for.
      • Select Edit custom ID > set a custom ID for the company > press Save. Custom ID will display on All data (.xlxs) export next to the company name.