Improvement

Attributes: Custom fields for your companies and funds

Attributes: Custom fields for your companies and funds

Attributes: Custom fields for your companies and funds

Copy link

Copied

Every fund tracks things differently. The context that matters to you rarely fits into a standard field.

Attributes lets you define your own across companies and funds - surfacing directly on the Overview page.

Company Attributes: Create custom fields for anything your standard setup doesn't cover - lead partner, board seat, internal classifications, and more.



Fund Attributes: Record fund details like fund size, management fee, hurdle rate, carried interest and add your own fields on top for anything beyond that.




Ready to Transform Your Portfolio Operations?

Copy link

Copied