If it is your first invitation from a company
By default, every user has a personal portfolio, called “My Portfolio”, and the company is added there if it is the first invitation you accept. You can easily create an investment firm for your investment vehicle and move companies to it from your personal portfolio.
Find out how in these articles: |
If you have already created the investment firm for your vehicle
When accepting invitations from your portfolio companies, Ledgy will ask you if you want to add them to your personal portfolio or to one of your investment firms.
