Introduction of Portfolio import and update
Representing your portfolio on you Sweep tree
Import and manage your portfolio companies information
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Introduction
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Required information to create portfolio companies
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Add portfolio companies manually
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Add portfolio companies via file import (without carbon data)
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Add portfolio companies via file import (with carbon data) - Advanced course
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Managing contacts for portfolio companies
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Review and edit imported company data
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Practice Exercices
Update the financial data of your portfolio companies
Import and manage your investment lines
