Edit a company

TABLE OF CONTENTS

• Updating Portfolio company rating
• Edit Financial Information

1. Go to 'Companies' in the left menu and click on a specific company that you would like to edit.

2. To edit general company information, find the overview widget and click the additional menu icon (...) and click 'Edit'.

3. Make the adjustments, and the click 'Next'.

4. Confirm the changes you have made by clicking 'Yes, edit'.

Updating Portfolio company rating

Follow step 1 above and then find the 'Portfolio company rating' widget and click the additional menu icon (...) and click 'Update'.

Make adjustments on the rating and then click 'Confirm'.

Edit Financial Information

Follow step 1 above and then find the 'Financial Information' widget and click the additional menu icon (...) and click 'Edit'.

Make the necessary adjustments and click 'Done'.