• Getting started with your Investor Plus subscription

  Get started with Investor Plus by adding your first company and investment round to your personal Portfolio in less than 5 minutesFew readers

• Investor Plus dashboard

  The Dashboard of your personal deal room features a Getting Started guide, file import shortcuts, Portfolio performance overview, summaries of Investor Updates and Deal FlowFew readers

• Importing and adding portfolio companies

  Populate your Investor Plus portfolio by adding a single company and contract, uploading all your investments in one import from Excel, or bringing in your investments from other deal rooms you are a member of.Few readers

• Adding investments from uploaded documents

  Automatically add new company investments and rounds to your Investor Plus Portfolio by uploading investment documents. AI Assist will extract the round information and populate your portfolioFew readers

• Portfolio overview (Investor Plus)

  The Portfolio enables both overall portfolio performance monitoring and in-depth individual company performance tracking, with all investment rounds, documents, updates and reporting of each portfolio company in one placeFew readers

• Import company updates by upload and email

  Add company update reports to your Investor Plus Portfolio by uploading files or forwarding emails. AI Assist will extract and summarize key data to populate your portfolio with editable Updates and Reports. You can opt to customise the default KPIs and reporting questions across your portfolioFew readers