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Investment firm management
Set up your investor dashboard and learn more about what you can do within it
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.
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.
How are investment firm performance dashboard numbers computed?The portfolio performance dashboard gives investors an at-a-glance overview of the key portfolio numbers.
How to invite collaborators to My portfolio?My portfolio is where you see your personal stake in your companies
How do you set up your investors' user account?If one of your investors has asked how to invite other portfolio managers into the same account, please read the guide below!
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.
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
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.
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.
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.
How do I view the cap table?You've been invited to view the cap table of a company, but don't know how to open it. Don't worry you're in the right place.