> For the complete documentation index, see [llms.txt](https://portf.gitbook.io/portf-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://portf.gitbook.io/portf-user-guide/user-guide/adding-editing-deleting-a-company.md).

# Adding, Editing, Deleting a Company

In PortF, a “company” refers to an investment line - it could represent a traditional company, a fund, or another entity within your portfolio.

### Interactive Demo: How to add a New Company 

{% @arcade/embed flowId="jy4i0uCJm6WDTBvxEJPA" url="<https://app.arcade.software/share/jy4i0uCJm6WDTBvxEJPA>" %}

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### How Onboarding and Invites Work

**Onboarding**: If selected, the company will go through an onboarding flow that may include completing payments (if applicable), submitting baseline KPI metrics, and connecting accounting software (if supported and desired).

**Invite to Platform**: If selected, the investee will receive an email from PortF with a login link, allowing them to access the platform directly and skip onboarding steps.

{% hint style="info" %}
*Tip:*&#x20;

For **new investments**, select **Yes** for both onboarding and invite.\
For **existing or test records**, select **No** for both to skip communication and setup steps.
{% endhint %}

### What Will My Investee Receive?

1. The investee will receive an invitation email from PortF.

<figure><img src="https://3667824179-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYXAiSEnwXVrFEfWRWaSa%2Fuploads%2F6vJcx3lzr4nhygThze1n%2FUntitled%20design.jpg?alt=media&amp;token=be8376a3-09e0-4ea6-9750-ee4df27132e9" alt=""><figcaption></figcaption></figure>

1. When they click **Accept Invite**, they’ll be taken to a secure login screen. No password required (SSO or Magic Link will apply).
2. Once logged in, they’ll enter a customized onboarding journey tailored to your fund’s preferences.

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**Create a company (with onboarding or invite)**

1. On the Portfolio screen, click on “Add Company” at the top right of the screen.
2. Complete the required information, including contact details for the company.
   1. **Company Name**: The legal entity name of the company you are adding
   2. **Contact Name / Contact Email:** This will be who the invitation link gets sent to

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**Create a company (without onboarding or invitation)**

1. On the Portfolio screen, click on “Add Company” at the top right of the screen.
2. Complete the required information.
   1. **Company name**: (Mandatory) The legal entity name of the company you are adding
   2. Set to ‘NO’ for onboarding and invite
   3. **Company contact name**: (optional) The name of the main contact person
   4. **Company type**: (Mandatory) The default setting is Direct Investment, but you can also select a fund investment or Partner.
   5. **Company email**: (Optional) It is optional if you are testing the system. However, you would need to fill in Company’s email if you would like PortF to send out auto-KPI collections, or survey form for the company, or any communication.
   6. **Currency**: (Mandatory) This is the denominated currency on which the company operates or reporting on. The default setting is GBP, but you can select EUR or USD.

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### Editing and Deleting a Company

{% @arcade/embed flowId="vIRUmlnBTBchhBg5T1bG" url="<https://app.arcade.software/share/vIRUmlnBTBchhBg5T1bG>" %}

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