Learn how to update company profile information.
To add/update the profile information of a portfolio company, you must be a VC admin or VC member with access to the fund your company is assigned to. Portfolio company members always have editing access to their company information.
Import company information:
- Navigate to the top bar and select Import -> Import company information
- Generate and download an Excel template for selected companies
- Once you have downloaded and filled the Excel template, start import by dragging and dropping the file on the upload area box
- Start import and review the data to make sure it is correct
- Save to finalise the import
Edit company information manually, company by company:
- Navigate to the top bar and select Edit > Company information
- You can edit your companies' name, legal name, company description, website, business ID, funding to date, address, city, country, and target regions.
👉 Learn more about private and shared companies in this article.
Please note that your portfolio may contain company profiles managed by the companies themselves (shared companies). You can edit these companies' profiles by default. However, it is important to note that companies have the ability to limit investors from making changes to their profile information.