Investment firm management

Set up your investor dashboard and learn more about what you can do within it

11 articles in this collection
Written by Support

The Investor's Dashboard

How to accept invitations from my portfolio companies and set up my investor account?

As an investor, you will get invited to companies you have invested in by the owner(s) of the company’s Ledgy account.

Written by Support
Updated over a week ago

How to use the KPI dashboard as an investor?

The KPI dashboard in an investor's portfolio shows the basic KPIs of all the portfolio companies and their change to the last month.

Written by Support
Updated over a week ago

How are investment firm performance dashboard numbers computed?

The portfolio performance dashboard gives investors an at-a-glance overview of the key portfolio numbers.

Written by Support
Updated over a week ago

How to invite collaborators to My portfolio?

My portfolio is where you see your personal stake in your companies

Written by Support
Updated over a week ago

Investment Firm 101

How to create a (new) investment firm (portfolio)?

Ledgy allows you to create different investment firms so you can organize and manage your investments however you want.

Written by Support
Updated over a week ago

How to invite collaborators to Investment Firms?

Investment firms can add collaborators with different access levels

Written by Support
Updated over a week ago

How do I add companies to an investment firm?

If you're managing a portfolio of companies and want to see them in the aggregated portfolio view, there are different ways to add them.

Written by Support
Updated over a week ago

How to move a company/investment to a different investment firm (portfolio)?

To organize your investments Ledgy allows you to move companies between your personal portfolio and investment firms

Written by Support
Updated over a week ago

How do I change the currency of my personal portfolio or investment firm?

Ledgy allows you to set a currency for each portfolio to which all performance numbers and KPIs are converted with the daily exchange rate.

Written by Support
Updated over a week ago

How to mark companies as write-off, trade-sale or IPO, or add custom tags?

Companies in the investor portfolio can be marked as write-off, trade-sale or IPO, and also custom status tags can be created.

Written by Support
Updated over a week ago

How do I manage an investment vehicle vs. personal direct investments?

Ledgy allows you to manage more than one portfolio at a time. You can create a separate investment firm for your investment vehicles.

Written by Support
Updated over a week ago