How-to
Holdings
A holding is one owned company in the portfolio, usually created when a deal closes.
Where it is
Section titled “Where it is”Sidebar, Portfolio Monitoring, then Holdings.
What you do
Section titled “What you do”Open the holding for the owned company: the fund it sits in, the plan, and the links back to the company. Closing a deal is what normally creates it. You can also add one for a spinout, a follow-on, or a co-invest that did not start as a pipeline deal.
See Portfolio holding.