Portfolio Companies
Short answer: Portfolio Companies keeps your firm’s portfolio company records.
Portfolio Companies keeps your firm’s portfolio company records.
- What’s recorded: Company, Fund, Sector, Invested, Ownership %, Current value, Invested on
- Steps: Active → Exited / Written off. The database only allows these moves.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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