Custom Fields

See Custom Fields in action within Portfolio Companies Report:

In the video above, you will learn how to create Custom Fields for various use cases, including:

  • Adding a “Text” Custom Field for company DBA
  • Creating a “Select” Custom Field to tag lead partners
  • Adding a “Numerical” Custom Field to track company ARR

Pro Tip: Include the date or timestamp in the column header to track the as-of date for your Custom Field inputs

Want to understand more use cases? Go here to discover more. 

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