Curriculum
If you are looking for access to our Advanced Modules, please contact your Carbon Expert
Introduction of Portfolio import and update
Available in
days
days
after you enroll
Representing your portfolio on you Sweep tree
Available in
days
days
after you enroll
Import and manage your portfolio companies information
Available in
days
days
after you enroll
- Introduction
- Required information to create portfolio companies
- Add portfolio companies manually
- Add portfolio companies via file import (without carbon data)
- Add portfolio companies via file import (with carbon data) - Advanced course
- Managing contacts for portfolio companies
- Review and edit imported company data
- Practice Exercices
Update the financial data of your portfolio companies
Available in
days
days
after you enroll
Import and manage your investment lines
Available in
days
days
after you enroll