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!