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Functionalities
Explore Rundit functionalities for Investors.
Portfolio monitoring
Investment data
- How does Rundit generate investment metrics?
- How to add an equity investment?
- How to add and convert a convertible note?
- How to add investments to a portfolio company?
- How to add co-investors to a funding round?
- How to add cross-fund investments?
- How to add realization?
- How to update your ownership, fair value or company valuation
- How to use other investment instrument?
- How to edit valuation updates and funding round details?
- How to add a SAFE investment?
- How can I edit investment transactions
Investments Overview Dashboards
Export data
- How can I export all data?
- Export Company information
- How can I export Investment data?
- How can I export fund holdings data?
- How to export company Tear Sheet?
- The content of Company Tear Sheet
- How to export portfolio company metric timeline chart?
- How to export portfolio company metrics
- Export Fund Performance and Portfolio summary data
- How to export investment timeline chart
Company profile
- Add values to companies' metric tables manually/ with Google Sheet integration
- Open portfolio company profile
- How to track portfolio company metrics?
- How to delete a metric row from a company's metrics table?
- Where can I find the files shared by a portfolio company?
- Where can I see all transactions of a specific portfolio company?
- Where to find the summary of a specific company’s performance?
- Where can I see investment returns of a specific portfolio company?
- How to create charts for portfolio company metrics?
- How can I rename a portfolio company?