Equidam

Exit Value Page - Support Guide

Total ROI is the full return from today's valuation to the projected exit value. Annualized ROI turns it into a compound yearly rate (CAGR).

Annualized ROI vs total ROI on the Exit & ROI tab

Daniel

Giulio Tanganelli

A curated list of the most commonly asked questions

How can I gather data from companies?

How do I create a new company profile?

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What happens to my reports if I end my license subscription?

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Can I export my data?

Equidam turns on API access per organisation. You get an API key by signing in through the API, then send it as a Bearer token on every request.

Equidam API: getting an API key and what you can do with it

The Portfolio page totals value, growth and audit status across the companies your organisation owns, with each KPI formula shown on hover.

Portfolio dashboard: KPIs, charts and audit status explained

Set the report colour and cover logo on the Reports page. Licensed organisations also add their own logo, About this report, Prepared by and a disclaimer.

Customise your report: logo, colour, Prepared by and disclaimer

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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