Edit a company - Investment Management

Table of contents

• Updating portfolio company rating
• Edit financial information

1. Go to Companies in the left menu and click the company to edit.

Companies in the left menu

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

Edit option in the overview widget menu

3. Make the adjustments, then click “Next”.

Edit the company information

4. Confirm the changes by clicking “Yes, edit”.

Confirm the changes with “Yes, edit”

Updating portfolio company rating

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

Update option in the Portfolio company rating widget

Adjust the rating and click “Confirm”.

Adjust the portfolio company rating

Edit financial information

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

Edit option in the Financial Information widget

Make the necessary adjustments and click “Done”. 

Edit the financial information