🚩 Navigate to the portfolio company’s page from the lists under [Portfolios] → [Securities Ownership]
- From [Securities Ownership] tab, you check and track shares and equity issuance information of portfolio companies.
Checking portfolio company’s equity data
1. From the portfolio company’s page, click on [Securities Ownership] tab.
2. You can check additional details from [Shares] and [Options] tab.
- Portfolio company can grant and manage your access to its securities data.
- Please reach out to the portfolio companies directly if you’d like access to their data.