Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

An asset or a portfolio company is the entity in which you make an investment. It is quick and simple to add a new asset:

  1. Select the 'Create' icon Image Removed on the top-right next to the asset dropdown.
    Image Removed+ Asset' icon on the bottom-right of the portfolio summary.

    Image Added


  2. Enter the asset name and select the fund through which you'll make the investment. Hit Next.

    Create an asset - JCurve Portfolio Management


  3. Fill-in the key details - currency, sector and country.

    Hit Save.




  4. Congrats! Your asset is now created.

    You can now record more details about your latest portfolio company.




  5. Hit Save when you're done.

    Now that you've created an asset, let's collect some metrics about it.

...