Updated Portfolio Summary


Our team has worked to enhance the way your portfolio company data is presented so that more information is visible on screen with less scrolling.

You will also notice that each company has it’s investment round data collapsed and column headings can be clicked for easy sorting.

Portfolio management can all be done from one screen, letting you modify reminder email notifications, metric update frequencies, as well as providing the ability to send one-off email reminders.  You can also select which metrics will be tracked.

Everything is getting easier and more intuitive for you in the industry’s best Application to Exit platform.

Note: Market Provided Data Reporting, mentioned in this video, is a planned feature release for later this spring.

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