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