How to add industries/sectors to portfolio companies?

Learn how to add industry/sector to your portfolio company

  • Navigate to EDIT at the top bar > click industries /sectors
  • Press the ADD INDUSTRY button and create new industry/ sector by selecting from the official codes list or by creating a custom one > press CREATE
  • Next to the industry name, you can choose the companies that you want to apply the industry to
  • Delete industries from the three dots next to each industry
  • Navigate to PORTFOLIO at the top bar to view and categorise companies based on industry
  • View capital allocation based on industry by navigating to CAPITAL ALLOCATION on the left side bar