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Investment firm management
Investment firm management
Set up your investor dashboard and learn more about what you can do within it
11 articles in this collection
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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.
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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.
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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.
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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.
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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