• Portfolio (overview)

  How does portfolio management work on Dealum? How to interpret the portfolio summary? How can I add investments from an investor group's portfolio to my personal portfolio? (https://help.dealum.com/en/article/portfolio-overview-1ha09ws/6-how-can-i-add-investments-from-an-Few readers

• Adding companies and funding rounds to Portfolio

  Adding data from funnel to Portfolio Adding data direcFew readers

• Filtering information in Portfolio

  How to filter companies/investments in the portfolio by companies’ profile information? How to see which companies and rounds a specific member has invested in? How canFew readers

• Exporting Portfolio information

  How to export all Portfolio information from the deal room? To export full Portfolio information in .xlsx format: go to deal room settings navigate to the Export / Import tab chooseFew readers

• Company reporting data in portfolio

  What is reporting data in portfolio? Reporting data in portfolio is the same as the one available in applications. The use cases are different: reporting in applications is to help make a decision for investment, while reporting in Portfolio is to keep eyes on how your investment is doing. You can find RFew readers

• Discussion in portfolio

  What is "Discussion" in portfolio? Each portfolio company has a dedicated discussion thread where members who have invested in a company can discuss topics related to that company privately. So, unlike application comments that are visible to most members with access to companies and their applications, these discussions are meant exclusively for the investors who have invested in the company. YouFew readers

• 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 documFew readers

• Monthly reports/investor updates from companies

  How to request reporting information from companies? To get monthly updates with KPIs and other relevant information from a company, you have to have that company in your deal room with a profile/application created by the company. You can read here how you can add companies to your deal room. If you have the company in your deal room, you can request monthly reports from them (if they have not alreFew readers