For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

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