For Private Companies

Fundraising 101


Meeting & Consents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service



Data and Reports

For Investors



Invest / Performance


1. Checking Portfolio Company's Equity Data

🚩 Navigate to the portfolio company’s page from the lists under [Portfolios] → [Securities Ownership]

  • From the [Securities Ownership] tab, you can check and manage equity issuances of the portfolio companies

Checking Portfolio Company’s Equity Data

  1. From the portfolio company’s page, select the [Securities Ownership] tab

  2. You can check additional details from the [Shares] and [Options] tab

  • Portfolio company have control over the which features and data you have access to

  • Please reach out to the portfolio companies directly if you would like to have greater access to their data

For Investors

For Private Companies

For Investors

For Private Companies