How to view portfolio companies’ and my team’s activities on the platform? 

Learn how to view an accurate outline of the most recent activities

The portfolio activity log is a written record of activities made by your portfolio companies or team members towards portfolio data. 

Navigate to the portfolio performance page from the left sidebar and click the activity log tab. In the activity log investors can see an accurate outline of the most recent activities, including: 

    • Date/time
    • Activity description: Check whether someone has added, updated or removed metrics/ files/ reports/ investments
    • Person: See who’s the person behind the adjustments 
    • Metric value: If a metric has been updated, investor can see the previous value and the updated value

    Click the details button next to each activity for more information.