Investor Plus dashboard

When entering your personal deal room, you will first see a dashboard which consists of four main sections:

• Getting started guide
• Portfolio
• Deal flow
• Updates

The Getting started guide helps you import your investment portfolio into your personal deal room, add investments individually or from Excel, and add company update reports. You can scroll through all options by clicking Next, or select Restart to view again.

You can close the guide by clicking the X button and reopen it anytime by selecting the Getting started button.

The Portfolio section highlights key metrics for your investments and a shortcut for adding a new investee company. To add a new company to your portfolio, click Add new investment and then simply type the company name in the input box and click Add company.

The Deal flow section displays a clickable list of the most recently added companies, key funnel statistics, and a shortcut for quickly adding new companies to your deal flow funnel. Click Add new opportunity and type the company name to add it to your funnel. 

If you wish, you can add the company pitch at the same time, by clicking Upload file, and the AI Assistant will automatically extract the company and raise details.

The Updates section displays summaries of the most recently added investor updates from your portfolio companies, links to the portfolio company’s reporting tab in the portfolio section and a clickable copy of the report.

You can use the Like button and Comment box as you choose, for example to track your actions and follow up.

When clicking the Import company reporting button in the Updates section, you can view the full list of your portfolio companies and their respective shortcuts to

• upload company reports
• create and copy a unique email address per portfolio company to forward that company's reporting by email

Updated on: 09/12/2025