Articles on: Investor Plus

Portfolio overview (Investor Plus)

Investor Plus is Dealum's personal portfolio hub designed for individual angel and early-stage investors.


When entering your Investor Plus deal room, you will first see a Dashboard which consists of four main sections:


  • Getting started guide
  • Portfolio
  • Deal flow
  • Updates


The Portfolio section of the Dashboard highlights key metrics for your investments and has a shortcut to add a new investment or investee company to your personal portfolio.



Clicking on either the Portfolio section header or the Portfolio icon on the left hand navigation will take you to the main Portfolio section of Investor Plus.


The Portfolio operates at two levels:


  1. Whole portfolio view, as displayed in the Investments, Updates and Statistics tabs immediately under the Portfolio header
  2. Individual company view, which is accessed by clicking on the specific Company name from the list of Investments



You can navigate through the whole portfolio views using the three tabs immediately under the Portfolio header:


  1. Investments is the main overview page of the entire Portfolio section and the landing page when you click the Portfolio icon from the left hand navigation or Dashboard. Any company investments or exits that you have added to your Investor Plus portfolio will appear here as a clickable list and the associated investment data uploaded or manually added will be included in the portfolio performance calculations. You can also add individual companies, exits, or your entire Excel portfolio from this tab.
  2. Updates is a summary list of all the portfolio company updates you have uploaded, emailed or manually added to Investor Plus. The most recently added investor update appears at the top of the list. This mirrors the Update section of the Dashboard.
  3. Statistics features portfolio performance graphs and metrics, calculated from the company name and investment round documents uploaded into your Investor Plus portfolio. The statistics can be filtered by date.


You can navigate to the individual company view by clicking on the specific Company name in the list of portfolio companies under the Investments section header. This will take you to all the investment rounds, documents, update summaries and reporting associated with that portfolio company.



Each portfolio company has its own performance insights section, featuring five tabs:


  1. Investments (the view shown above). It is possible to automatically add and edit round data for a specific company from its portfolio Investments tab, by selecting Upload to import investment documents and using AI Assist to extract all the necessary data. You can also manually Add round or click the three dots icon to edit or delete a round.
  2. Updates. AI Assisted summaries of the imported company reports will appear on the Updates tab for the respective portfolio company, These can be deleted or fully edited by clicking the three dots icon on the top right of the update. You can click on the document name to see the original uploaded document. It is also possible to add a comment to the update, for example to note your intended follow-up actions.
  3. Reporting. The full company report uploaded by file or forwarded by email appears in the Reporting tab of the respective portfolio company. You will also find KPIs and full reporting questions, as well as historical trends, if two or more reports have been uploaded. As well as the default metrics and reporting questions already displayed in the Reporting tab, you may choose to add additional KPIs and reporting questions, allowing you to customize the consistent set of metrics you apply across your whole portfolio.
  4. Discussion. Investor Plus accounts can have up to three members, so if invest with family or friends you can invite them to your account. The Discussion tab allows account members who have invested in this company a dedicated email address and space to share news and information with each other, for example by forwarding automated news alert emails.
  5. Documents contains the associated uploaded investment documents for the round, used to populate the portfolio entry. These can be annotated, edited or deleted. Folders can be created and additional documents uploaded.


On each of the company specific tabs, you can navigate through the portfolio company list by using the arrows and previous/next company buttons in the top right. Or you can click the back to Portfolio arrow above the company name, to return to the main Portfolio Investments tab.


Learn more about:




Tip: Remote Flow is an example company, to help you become familiar with how the data is presented in the Portfolio. Once you have added your first few companies and investments to your portfolio and feel comfortable with how automatically extracted data appears, you can delete this example.



If you have a large number of investments in your portfolio, these can be filtered or searched based on text in the editable round description field from the Portfolio's main Investments page. The filter applies to all the values on the Investments tab, including the portfolio performance metrics a list of company names. Click the X Reset button to clear the applied filters or search term.





Updated on: 14/01/2026

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