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Company Profile Transactions: Portfolio Investments

The Portfolio Investments section shows basic details about each company in the table, including their operating sector, countries, and quick links to their website, CRM, and LinkedIn profiles. Additionally, it provides detailed transaction information, including stakeholders involved, which can be accessed without opening each profile.

The Portfolio Investments tab displays companies that may have been sold, indicated by the "Show presumed sales" toggle being enabled. When a company is believed to have been sold, a date is shown in the "Presumed Sale" column. Additionally, you can easily access funding/acquisition details through the "Deal Date" column, quickly review operating sectors and countries as well as company quick links.

Step by Step Guide

  • Select a company to view the “Company Profile”
  • Click “Transactions tab”
  • Click “Portfolio Investments”
  • Review table

Please note: It's important to note that sales are considered "Presumed" as the portfolio status is inferred based on information given by data providers regarding funding, acquisitions, and sales.