View and add private comments to investment companies

There is also the possibility to add private comments (i.e. only visible to users associated with your company)
to companies. You might want to use this functionality, e.g. after you did a shareholder ID that only provided
you with shareholder data on company level (not on individual investor level).

There are two possibilities how you can add private comments to investment companies. The first, and more
intuitive way is to search for the investment company via the ‘Companies’ menu and then click on ‘view’ to see
details and add your comment.

Figure 4.3 – Add private comment to investment company – Via ‘Companies’

Alternatively, you might also just add or edit a comment on a company via the investor profile of an investor
affiliated with that company.

Figure 4.4 – Add private comment to investment company – Option 2