How to create or edit a Portfolio Company Property

Managing Properties associated with your Portfolio Companies

To start, navigate to the Portfolio section on the left side panel. Next, click the three dots to open the drop-down menu and select Company properties.

From here, you will see a list of all Properties you have created for your companies. Click the pencil symbol next to a Property to rename it. You can also change the format of any quantitative metrics, or add additional options to multiple select Properties. 

To add a new Property, scroll to the bottom where it says New property. Give the property a Name and choose a Type. Click Add property when finished. You will now see this property associated with company profiles.

 

Note: For a multiple select Property, you can rearrange the order of the options by clicking and holding the dots next to the option.

Please let us know if you have additional questions!