Why can't I add a new Portfolio company?
3 replies
Hi Michael, adding portfolio companies is reserved for accounting and fund operations teams while working with decile partners and start funds.
You are able to add potential deals and move them through your deals pipeline, however
You are able to add potential deals and move them through your deals pipeline, however
Understood. However, if I’m unable to add new portfolio companies, can you clarify why I’m also unable to remove existing ones? If editing is not permitted, I will need to remove all portfolio companies from Decile.
Hi Michael, could you link or screenshot what you mean by removing / editing portfolio companies? Specifically, where in Hub are you seeing this? I think there may be some miscommunication on some features within Hub.
If it's preferable, you can also book time with me here: https://calendly.com/woody-decilegroup/30min
I love getting feedback on anything within Hub
If it's preferable, you can also book time with me here: https://calendly.com/woody-decilegroup/30min
I love getting feedback on anything within Hub
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