> ## Documentation Index > Fetch the complete documentation index at: https://docs.metal.ai/llms.txt > Use this file to discover all available pages before exploring further. # Work with portfolio companies > Designate portfolio companies and add-ons, filter the company list, and use dashboards, lists, and workflows to follow companies after close. Metal does not have a separate Portfolio Monitoring app. After a deal closes, you keep working in the same company, deal, list, dashboard, and workflow surfaces — with a canonical **investment designation** so portfolio companies are not inferred from old deal records. If you don't see **Portfolio** under **Records**, or a dashboard your firm expected, ask your Metal admin or [support@metal.ai](mailto:support@metal.ai). Some holdings and reporting views are enabled per organization. ## Set investment designation Open a company, go to its **Settings** tab, and find **Investment designation**. **Target**, **Portfolio Company**, and **Exited** are the statuses your firm asserts — they are not inferred from closed deals, so you can designate long-held companies that have no deal record. | Status | What it means | | --------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Target** | A company you are tracking that is not currently in the portfolio. | | **Portfolio Company** | A current platform investment. | | **Exited** | A past investment. | | **Add on** | A bolt-on of a platform company. You set this by linking a **Platform company** — or Metal creates the link automatically when an add-on deal closes. It is not a value you pick in the status dropdown. | Choose the status and click **Save**. Choose **No designation** to clear it. Under **Platform company**, pick the portfolio company and click **Link as add-on**. Unlink first if you need to change the status afterward. If investment status is synced from your CRM, the field can be locked in Metal — see [CRM integration](/help/integrations/crm). The designation drives the **Portfolio Company**, **Add on**, and **Exited** badges on company pages and the **Investment Status** column on [Companies](/help/companies). Add-ons also show their platform parent next to the status. ## Find portfolio companies On **Records → Companies**: * Use the **Portfolio** quick filter to show designated platform portfolio companies. * Add an **Investment Status** filter or column to include **Add on** and **Exited** companies. You can put the same companies on a [list](/help/lists) and add financial, enrichment, or computed columns for a recurring review set. On the [Active Pipeline](/help/deals#track-deals-on-the-active-pipeline), group the board by **Portfolio Company** to see add-on deals clustered under their platform parent. ## Relate add-on deals to a platform On a deal, set **Acquisition Type** to **Add on** and pick the **platform parent company**. The picker is limited to designated portfolio companies. See [Set the acquisition type](/help/deals#set-the-acquisition-type). ## Review fund holdings When **Records → Portfolio** is in your sidebar, it lists **Active** and **Exited** holdings: company, fund, entry (and exit) date, ownership percentage, source, and add-on count. Filter by fund, and add a holding for a designated portfolio company that is not yet assigned to a vehicle. Holdings are separate from investment status. A company can be a portfolio company without a fund row, and one company can be held by more than one fund. ## Follow performance and activity Use these shared surfaces — none of them is a standalone monitoring product: * **[Dashboards](/help/dashboards)** — build an org-wide view (for example, *Q3 Portfolio Review*) with Data or Research widgets. Dashboards are rolling out gradually. * **Company default dashboards** — admins set the widgets every company page opens with under **Settings → Firm Guidance → Default Dashboards**. * **[Financial metrics](/concepts/financial-metrics)** — Metal extracts figures from board decks, financials, and other files. Admins can add [custom financial metrics](/concepts/financial-metrics#custom-financial-metrics). * **[Chat](/help/search#search-vs-chat)** — ask about a company or a filtered set of portfolio companies. Answers use the same designations and documents as the rest of the app. ## Portfolio workflows Workflow catalogs and schedules are configured per organization. There is no global Portfolio Monitoring workflow that every firm already has. On the **Workflows** page you may see: | What you see | What it is | | --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Portfolio update digest** | A guided starter. It drafts a weekly summary of recent portfolio activity, material changes, and follow-ups for review. It does not send the digest automatically. | | **Board meeting prep** | A guided starter. It assembles recent correspondence, company context, and open topics ahead of a board meeting. It needs a Microsoft Exchange connection and stays read-only. | | **Portfolio Monitoring** | A request tile. Clicking it asks Metal to configure a workflow for your firm — it is not a built-in you can run immediately. | Your organization may also have custom workflows for KPI packs, reporting-file intake, or board materials. Those appear in **Workflows** only after they are configured and shared with you. See [Run and review Metal AI workflows](/help/workflows). If you do not see a workflow you expected, ask your Metal admin or [support@metal.ai](mailto:support@metal.ai). ## Related Create companies and read their profiles. Mark platform vs. add-on acquisitions. Share KPI and review views across the firm. Run the automations your organization has configured. ## Related topics - [Working with companies](/help/companies.md) - [Run and review Metal AI workflows](/help/workflows.md) - [Key concepts](/help/concepts.md) - [Working with deals](/help/deals.md) - [Navigating Metal](/help/navigating.md)