Industry
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      2. Functionalities
      3. Industry

      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

      See How to add label to portfolio company.