Applies to: Fund managers (GPs)
Companies give GPs information they can use when speaking with prospective investors. You can add a contact's company and previous company to give context about the contact. You can also send documents to all contacts in a company.
Video - add and manage companies
In this video, learn how to add and manage companies within your Fundraising portal.
How to add a company
- From the Entity menu, select Companies.
- Click Add Company.
- Enter the information about the company. Required fields are marked by an asterisk.
- Click Save.
Video - bulk add companies
Watch this walkthrough to see how to use bulk actions to upload companies to your Fundraising portal.
How to add companies in bulk
You can add multiple companies at one time using an Excel spreadsheet. Download the provided template, fill it in, then upload it.
- From the Profile menu, select Bulk Actions.
- Click Bulk Upload.
- In the Upload Name field, enter a name for the upload.
- In the Upload Type field, select Company.
- If you have not already downloaded and completed the template, do so now:
- Click Download Template.
- Open the template and add your company information. Fields marked by an asterisk (*) are required. See the Template Format tab for guidance on completing the template.
- Save the changes.
- Click Select File to Upload.
- Navigate to the file and click Open.
- Click Upload. You can view the status of a bulk upload on the Bulk Actions page.
- A status page is displayed. The following options are available:
- Download Error File - This option is available if errors were found in the upload.
- Download Original File - Lets you download the file that was uploaded.
- Rollback - Rolls back the upload. Click Confirm to continue.
How to view and update company details
- From the Entity menu, select Companies.
- Click the company. Use the following tabs to view and update details:
- Details - Shows the company details. You can edit and save changes here.
- Contacts - Lists the contacts associated with the company.
- Notes - Lists the notes associated with the company.
- Activity Log - Lists the activity associated with the company. You can view LP or Admin activity. The Creator column shows who performed the activity. The User column shows the object of that activity. For example, user1 (creator) impersonated user2 (user).
How to delete a company
- From the Entity menu, select Companies.
- Click the company.
- From the three dots menu, click Delete.
- Click Confirm.
How to export companies
You can export company data in CSV format and then download it from the Exported Items page. Exporting the data allows you to customize reports in Microsoft Excel.
- From the entity grid of the entity that you want to export, click Export.
- In the Exported Items page, click the name of the export that you want to download.