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The Portfolio Page

The Portfolio Page

 

The portfolio page is where companies can see it’s own investments. This feature is most likely used for holding companies, SPV’s or funds.

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In order to connect an investment to your company. The portfolio company will need to add a transaction with your registration number. Once this is done, the investment will show up in a table on the portfolio page.

In the table you will see the following columns:

Name: Name of the company

Country: Country

Shares: The total amount of shares you hold in the company

Votes: Shows the number of votes you have in the company

Amount invested: Total amount invested

Share classes: The type of shares you have acquired.

 

You can see the specifics for each transaction by clicking on the arrow on the left.

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You can ping a portfolio company to create an account by clicking on the ‘Ping Company’ button.

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A form will appear allowing you to sent a mail directly to the company. Just insert the correct mail and write a message.

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