FAQs
Check out the frequently asked questions from Rundit users: Investors and Portfolio companies
Investors
- How to edit fund information?
- As an investor, how do I invite portfolio companies to Rundit?
- As an investor, how do I invite users to my VC account?
- As an investor, how do I invite my team members to Rundit?
- How is data backup solved with Rundit? Can we have our own copy which is regularly overwritten and up to date, i.e. once a month?
- How do I maintain the custom FX rate for initial company valuation?
- Can I give view only access to someone?
- How to add text sections to the interactive LP report?
- How do I export data from Rundit?
- How to convert an Interactive LP Report into a PDF
- How to add and edit funds
- Fully diluted shares & Shares issued
- How to view historical investment statistics?
- How do I update a company's valuation when we didn't participate in the funding round?
- Accept an invitation from a portfolio company
- I was invited by an investor to view a company’s metrics. Do I have to create a user account to be able to review the company’s data?
- Does Rundit support APIs/ integration with other software or tools?
- How do I share the interactive LP report with LPs?
- Is Rundit suitable for trading and share exchange? Are there integrations with brokers?
- How do I add attachments to the interactive LP report?
- How do I use the search tool in Rundit?
- Is Rundit suitable for real estate management?
- How to add company performance comments to an LP report?
- How do the reporting reminders work?
- How will I know if my portfolio company creates an investor report?
- Add funding round size and total funding raised details for a portfolio company
- Add confidentiality disclaimer to interactive LP report
- How do I edit the company report template?
- How do I update my invoicing emails address?
- How do I edit the metrics template for my portfolio companies?
- How to add total funding raised information to company profile summary page?
- Can I add internal comments that are only visible for me and my colleagues who have signed up to Rundit? I don’t want our portfolio companies to see the comments.
- I can’t seem to be able to edit some of my portfolio companies’ profile information and I no longer have access to Google sheet integration with these companies. Why?
- Show total invested per investment instrument in a chart in the LP report
- Company reporting metrics calculation rules
- How to add custom metrics?
- Can I send reporting reminders manually?
- How to use Rundit Excel Add-in
- Can I edit the Excel import template?
- How can I view who are the company users of a shared portfolio company profile?
- How to access portfolio company metrics
Portfolio Companies
- How do I search for investors on the platform as a portfolio company?
- Are the investors able to edit my metrics table?
- How do I change currency?
- How do I upload company metrics by integrating a Google Sheet?
- How do I change the order of my metrics on the metrics table?
- Can I manage the investor groups and visibility settings?
- As a company user, how do I invite my team members to Rundit?
- As a company user, how do I invite investors to Rundit?
- When I create groups, e.g. investor or prospect groups, will they be able to see other participants in the group?
- How do I add metrics and reports?
- How do I save and publish my metrics and reports for my investors to view?
- Can I send my reports to investors directly from the Rundit platform?