April 2022 Update: KPI Customization Across Portfolio

Apr 26, 2022 | Feature Update, Investor, Startup

We are excited to share our product updates with you. Based on your feedback we have added new features to Investory to make things easier for you.

Here’s what we have done.

KPI Customization Across Portfolio

Customize your KPI table overview to focus the portfolio across the KPIs that are key to you. Previously, this was limited to Core KPIs only. In addition, this customization can be set at a fund/batch level, to allow for an even more targetted comparison across the most relevant metrics for each portfolio grouping.

 

More Customization with the Start Page

You can now choose which widgets appear in the Start page of your dashboard. So if you are not tracking the investment information, you can choose to show KPI data summary instead as an example. In addition, you can now also remove pages that are not relevant to you – for example the co-investors or the company summary tabs – to focus in on the sections most relevant to your portfolio management.

 

 

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