Request access to a Portfolio Company

Unlike accounting firms, VCs, PEs or M&As often aren't provided direct access to the accounting GL. We make it easy to get visibiliy

Before getting started

It is ideal that you are already familiar with the accounting software that your portfolio company utilizes. As of this writing we only support QBO and Xero, but more are coming soon since we intend to cover the entire market.

Additionally, it would be ideal that you know who you should send the invite to (e.g. CFO or Accountant rather than just to the CEO)

Lastly, if your portfolio company is already on Levelup then they can simply share directly to you using your email address.

Follow these steps

The process is fairly simple:

Step 1

On your Dashboard - https://app.levelup.ai/company - Click the Add Company Button

Step 2

Add Company information and Meta Data (if available). This will be the Portfolio company you are requesting access to and inviting to the Levelup Platform.

Step 3

After adding the Company you'd like access to - navigate to this page: https://app.levelup.ai/org/sharing/bulk and the select the "Share Companies" button.

Step 4

Select the Sharing Method - "By email" and enter the recipients email address and be sure to Select WRITE access level.

Step 5

The recipient at your Portfolio company will receive an email invitation allow them to create an organization.

Step 6

Once they have created their organization and added any additional users they will see the company that you have created waiting for them on their portfolio dashboard. Additionally, they will have clear indication via our UI that they need to connect their Accounting Software.

Step 7

They will be directed to this page: https://app.levelup.ai/integrations and be allowed to connect and sync.

Follow up

You will now see on our UI that the integration to the accounting software is complete. Additionally, we will send an email out to the organizations associated with this company that the integration has been set up. We intend to send out email notifications if an integration becomes disconnected (intentionally or inadvertently). Our current sync frequency is hourly as long as no issues arise.

Keep in mind that since you created this company, you are technically the "owner" of it on the Levelup platform and will be responsible for its billing. Should you wish to transfer the costs of the platform to your portfolio company, you will need to transfer "ownership". Your portfolio company will likely lose any bulk discount pricing your organization may qualify for.