Introduction to Startup Portfolio Overview
The Startup Portfolio gives your team a centralized view of all startups in your incubator. From here you can search, filter, export, and take actions across your entire startup community — all in one place.
Access to startups in the portfolio depends on the visibility settings configured for each user role. To adjust who can see which startups, go to Settings > User Roles and update the visibility settings for the relevant role.
Where to Find the Startup Portfolio
Click on Startups from the Home page or the top navigation menu.
Step-by-Step
1. Search and Filter Your Startups
Use the search bar to find a specific startup by name. To narrow down the portfolio further:
- Toggle Active Only to show only active startups and hide archived ones. When toggled off, the portfolio will show all startups including inactive ones.
- Click Add Filter to apply additional filters. Available filters depend on your plan:
- Basic filtering — Filter by program, industry, tag, or coach.
- Advanced filtering (higher plans) — Includes all basic filters plus creation date, last update date, current program, previous program, number of founders, connected users, and custom fields from the startup file.
- Click Clear Filters to remove all active filters and return to the full portfolio view.
2. Access a Saved View
Click Search for a Saved View to load any previously saved configuration. The filters and column selections from that view will be applied automatically — but note that the portfolio will always open in Grid view regardless of which display mode was active when the view was saved.
3. Switch Between Grid and Table View
Toggle between Grid and Table view depending on how you prefer to see your startups. Grid is the default and works well for a visual overview; Table is better for comparing data across multiple columns.
4. Add a Startup
Click Add New Startup to manually add a startup to the portfolio without going through an application funnel.
5. Send an Email
Click Send Email to send a bulk email directly from the portfolio. From the email composer you can define your audience by startups, users, programs, or tags, choose the sender (From), select an email template, and customize the content before sending.
6. Export Your Startup Data
Click Export to download data across your startup portfolio. Three options are available:
- Export Coaching Sessions — exports coaching activity data for all startups.
- Export Metrics — exports startup metrics data. See How to Export Startup Metrics and Data for the full breakdown of format options.
- Export Startups — exports startup profile data for all startups in the portfolio.
All exports are processed in the background. Retrieve your file from Export History in the Profile Menu at the top-right corner.
Best Practices
- Save your most-used views. If you regularly filter by program, industry, or status, save those configurations as views so you can access them in one click.
- Use advanced filters for precision. If your plan includes custom field filtering, combining program, date, and custom field filters gives you a much more targeted view than basic filtering alone.
- Use Table view for data comparison. When you need to compare specific fields across multiple startups at once, Table view combined with column selection gives you a much cleaner overview than Grid.
- Use Active Only to keep your workspace clean. When toggled on, archived startups are hidden — useful when you want to focus on what is currently active without the noise of past cohorts.