This article will demonstrate how to get around on the platform.
Top navigation bar:
At the top navigation bar, you can find:
- APP - Opens up the left side menu and access to pages:
- COMPANIES
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- Find the list of your portfolio companies here
- To open a company profile, click the company you want to display
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- EDIT
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- Edit/ add funds, Labels, Industries/ sectors, Users, Reporting template (Metrics), Reporting template (company report), Company information and Company Founders/ Management members.
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- IMPORT
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- Bulk import portfolio company metrics with the Excel import tool
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- EXPORT
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- All data (.xlsx)
- LP report (.xlsx)
- Company KPIs (.xlsx)
- Timeline chart
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- SETTINGS
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- User settings
- Organization Settings
- FX & Conversion Settings
- Investment Settings
- Privacy and Security
- Subscription
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- HELP (Support Center)
- Notifications, Invitations, Find companies, LOGOUT
Please ensure you are on the APP section of the platform to view the left side menu.