Investee Company Portal

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Investee Company Specific Fields

To view Investee Company Specific Fields, follow the below steps:

1. Navigate to Fin/KPI tab and click Edit. Fin/KPI Set-up Tab will be displayed. 


Navigate to Investee Company Specific Fields panel.


After you add a field or edit it by using a formula, click on Recalculate () button in the top horizontal bar of the panel.  It will recalculate the value of fields and display them in Financials Tab.

Verify Formulas
To verify the Investee Level Field Formulas, click on Verify Formula button () in the top left corner of the panel.
The relevant fields will be activated.