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Create a Portfolio Company

To create Portfolio Company

  1. Click on Portfolio Company in the main menu.
  2. Click on Create Portfolio Company Icon () at the top.
  3. You will see Create New Portfolio window.
  4. Fill at least the required fields and click Save.

  5. Portfolio Company will be created and redirect user on detail view page this window will appear containing 10 tabs - Portfolio Information, Additional Information, Cashflow, Financials, Set Up, Collateral, Compliance, Notes, Checklist and More Information. You can fill all details at the time of creating the Portfolio Company or can click Cancel for now and fill the remaining details later by clicking the Portfolio Company name in the list view.