1) Explore it across these pages

• Company Detail Page (CDP)• Fund Detail Page (FDP)• Investment Bank Detail Page (IBDP)• Legal Entity Detail Page (LEDP)

2) How this update simplifies your workflow

🔹 Easy Access

Easily bring the most relevant metrics to the top of your view without navigating through long lists.

🔹 One time setup

Your customized metric view is saved automatically and applied every time you visit the respective detail pages.

3) How to use this feature

If you want to see Annual Revenue or Investors on CDPs, or portfolio IPOs on FDPs, you can adjust it once and keep your view consistent across sessions.

The video below shows the flow on Company Detail Pages, but the process is the same across FDPs, IBDPs, and LEDPs—only the metric options differ.

▶ Watch video

4) Need help?

We’ve got you covered 24/7.

Reach out via live chat, email at support, or WhatsApp—we’re always here to help.