Articles on: Portfolio / Reporting

Documents in Portfolio

How to privately share documents with members who have invested in a specific company?

Portfolio documents can be added by and are visible only to members who have invested in the specific portfolio company and to members who have full edit access to Portfolio.

To add a portfolio document:
navigate to the Portfolio page in the deal room
click on the name of the company you want to add a portfolio document to
go to Documents tab
add the document

You can read more about portfolio documents and their visibility here.

Updated on: 30/05/2023

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