How to get started in Rundit?

New to Rundit? Welcome! Get started with these steps.


  1. This is how you navigate on the Rundit platform
  2. Add and edit funds
  3. Add companies
  4. Set up the Metrics Reporting Template for portfolio companies
  5. Set up Management Reporting Template for portfolio companies
  6. Add portfolio company metric data (Excel import)
  7. Add written portfolio company reports (management reports)
  8. Update portfolio company information (Excel import)
  9. Add investments to companies
  10. Add founder and management profiles
  11. Add labels and industries/ sectors for portfolio companies
  12. Invite portfolio company members to claim company profiles (optional)