Advisor Role Permissions

Want to share specific portfolio companies with advisors, mentors or individuals that work closely with your portfolio companies but don't want them to get full access? Advisor Roles are a perfect fit for you!

Advisors can belong to many portfolio companies. They can only see information at the portfolio company level.

Advisors can not see:

  • Dashboards
  • Reports
  • Metrics
  • Settings & Contacts

Advisors can see:

  • Companies they have explicit access to and their respective portfolio profile information