Dealum Help Center
Go to website
Back
Articles on:Portfolio / Reporting
Information about the funding rounds your portfolio startups have raised. Track your performance. Monthly reports from startups with their KPIs.

Categories

  • Startup / Company
  • Getting started
  • Funnel & applications
  • Managing a deal room
  • Member management
  • Communication
  • Funding
  • Voting
  • Events
  • Portfolio / Reporting
  • Managing portfolio and tracking its performance
    How does portfolio management work on Dealum? / How to use portfolio? Portfolio feature helps you get an overview of how much you’ve invested in each portfolio company in total, what is the size of the equity stake you own in each company, what is the current value of your stake and how much that value and investment multiple have grown through different investment rounds since first investing in the company.  You can also track how much you have invested in startups in total and keePopular
  • Monthly reports/investor updates from companies
    Can I get monthly reports/investor updates 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 flow. If you have the company in your deal room, you can request monthly reports from them (if they have noSome readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email

© 2022Dealum Help Center