Startup Portfolio Overview
The Startup Portfolio view provides Admin, Admin&Coach, SubAdmin, Staff, Coach, Expert, and Mentors with a list of startups in the incubator. However, Coaches, Experts, and Mentors can only see the startups they are assigned to.
Where to Find the Startups Portfolio
Click on Startups from the Home page or the top menu to open the Applications Overview page.
Step-by-Step Actions
From the home page or the top menu, click on Startups.
Click on Search for a Saved View displays a list of startups in a view with applied filters.
The Startup Portfolio can be searched by name.
Click Send Email to contact the startups in the portfolio.
Click on Add New Startup to add a startup to the portfolio.
The Active Only filter displays active startups and hides archived startups in the portfolio.
Click Add Filter to select a field to filter the startup.
Click on Clear Filters to remove any filters applied to the Startup Portfolio view.
Click on Export to download a list of startups.
Click on Grid or Table to change how startups are displayed.
Tips & Best Practices:
- Create and save views to easily access details you want to see often.
- Refer to the Startup Portfolio overview page to analyze the engagement between mentors and startups and see how else this can be improved.