How to add a label to portfolio company? 

Learn how to add a label to portfolio company

  • Navigate to EDIT at the top bar > click Labels
  • Press the ADD LABEL button and create a new label
  • Next to each label name, you can choose the companies that you want to apply the label to
  • Delete labels from the three dots next to each industry
  • Navigate to PORTFOLIO at the top bar to view and categorise companies based on labels
  • View capital allocation based on labels by navigating to CAPITAL ALLOCATION on the left side bar