Your portfolio dashboard

Your portfolio dashboard at /partner/dashboard gives you a consolidated view of every company in your portfolio — their eligibility status, recommended track, and the value of government schemes available to them.

The stats strip

At the top of the dashboard, four summary cards show:

• Companies added — total number of companies linked to your account
• Scanned — companies that have completed the eligibility assessment (as a number and percentage)
• Tracks set — companies where you or the founder has selected an application track (self-apply, CA-assisted, or incubator)
• Total value found — the sum of total potential scheme value across all scanned companies in your portfolio

Track breakdown

Below the stats, a bar shows how many companies in your portfolio are on each track. This helps you see at a glance how many need CA matching versus how many are self-applying.

The company list

Each company row shows:

• Company name (or invite email if the founder hasn't yet completed the profile)
• Current status badge (Invited, Scanned, Track set, In progress, Done)
• Recommended track
• Total potential scheme value
• Number of matched schemes

Adding notes

You can add internal notes to each company record — for example to flag specific schemes you want to prioritise for a portfolio company, or to note a conversation you had with the founder. Notes are only visible to you and are not shared with the founder.

Exporting your portfolio

Click Export CSV in the dashboard header to download a spreadsheet of your portfolio with company names, status, track, matched scheme count, and total value. Useful for LP reports or internal tracking.