Si vous gérez un portefeuille d'entreprises et que vous souhaitez les voir dans la vue agrégée du portefeuille, il existe différentes façons d'ajouter une entreprise. Ceci est expliqué ici.
Cette page n’est disponible qu’en AnglaisMost of the time a founder or other person manages the company on Ledgy. They can invite you to add your investment to your portfolio. After they did that, you can:
If you are an admin of the company yourself, there's the following quick-add:
Note: In order for the above to work, the stakeholder must be involved in transactions and the transactions have to be published.
You can add an entry to your portfolio without setting up the full company and cap table. Just use the add investment button in your portfolio and enter the fields you would like to track.
With the invite company button you can quickly invite the founder, CFO or company board member. They will receive an email invitation to use Ledgy for equity management and invite you. After setting up their company on Ledgy, they need to follow the steps in the first section to invite you.
The invited company will show up as pending invitation. Once you received the invitation and added the real company, you can remove this entry again.