Companies Structure
Main sections
Portfolio view selector
This section allows users to switch between Vehicles, Companies, and Funds. It helps users move between different portfolio perspectives without leaving the management company portfolio area.
Companies summary
This section shows the total count of companies and acts as the main entry point for company-level portfolio administration. It gives users an immediate sense of the size of the tracked company portfolio.
Actions bar
This area provides the primary page action: Add Company. It supports workflows where users need to create a new company record directly from the company list.
Filters and export controls
This section includes filter controls for Country and Exposure, plus an option to download the table. These controls help users narrow the visible dataset and extract the current list for offline review or reporting.
Companies table
This is the main working area of the page. Each row represents one company and shows the reference and classification fields needed to identify the company, understand its exposure type, and review key structural data.
Table columns
Element | Description |
|---|---|
Investment | The display name used to identify the portfolio company in the list. |
Exposition | Indicates whether the holding is direct, indirect, or both. |
Legal Name | The registered legal entity name associated with the company record. |
Tax ID | The tax identification number or equivalent company identifier. |
Country | The jurisdiction associated with the company. |
Sector | The sector or industry classification assigned to the company. |
Base Currency | The default currency associated with the company record. |
Page elements
Element | Description |
|---|---|
Management navigation | Lets users move between Dashboard, Portfolio, Investors, Operations, Financials, Reports, and Documents in the management company context. |
Global navigation | Provides access to platform-wide modules such as AML, Campaigns, Users, and Valuat Symphony. |
Internal tools | Includes SFTP and valuatServices for internal administration or service access. |
Portfolio tabs | Lets users switch between Vehicles, Companies, and Funds. |
Company counter | Displays the total number of companies shown in the active view. |
Add Company action | Opens the workflow to create a new company record. |
Country filter | Narrows the table to companies associated with a selected country. |
Exposition filter | Narrows the table based on direct or indirect exposure type. |
Download table | Exports the company list for external review or reporting. |
Companies table | Displays the main portfolio company list with reference and classification fields. |