Portfolio navigation

1. Overview is the cross-portfolio rollup.
2. Portfolio lists companies you are allowed to view; choose one to enter a read-only workspace.
3. Insights and Reports surface analytics and exports your permissions support.

Inside a company (read-only)

You will recognize decisions, goals, departments, reviews, weekly updates, and company-scoped AI chat in the sidebar, but inputs that mutate operator data are disabled. Use this mode for diligence, board prep, and pattern spotting.

Portfolio AI chat

AI chat answers across the companies you can see—helpful for “where are we inconsistent across the portfolio?” style questions.

Connection requests

Initiate connection requests when you need a new relationship. Operators approve or decline on their side under Settings → Investors (operator article). See Invitations & joining for links and tokens.

Firm billing and teammates

Manage billing and settings for the investor account itself (not the portfolio companies).