Managing Companies

Create, edit, and delete portfolio companies with detailed business information.

Companies are the core entities in Levelup. Each company represents a business in your portfolio that you track for financial analysis. You can create companies manually or connect them through accounting integrations.

Creating a Company

Only organization owners and admins can create new companies.

From the portfolio dashboard, click Add new Company.
Choose how to add the company:
- Manual entry -- fill in the company details by hand.
- Import via integration -- connect through QuickBooks, Xero, or another supported accounting platform to import the company automatically.

Required Fields

Name -- the company name.
Primary Contact Email -- a valid email address for the primary contact.
Country -- the country where the company is located.

Optional Fields

Phone Number -- contact phone number with international format support.
Currency -- the reporting currency (defaults to USD if not set).
Date of Incorporation -- when the company was incorporated.
Industry -- the industry classification.
Funding Type -- the type of funding the company has received.
Legal Type -- the company's legal structure.
Tax Structure -- the tax classification.
NAICS Code -- the North American Industry Classification System code. Levelup provides a searchable NAICS lookup to help you find the correct code.
Revenue Types -- one or more revenue type classifications.
Website -- the company's website URL.
Employee Count -- an employee count range.
Annual Revenue -- the company's annual revenue.
Address -- street address, city, state, and postal code.
Labels -- assign existing company labels during creation or editing.
Custom Metadata -- if your organization has defined custom metadata fields, you can fill them in during company creation.

Integration-Connected Companies

When you import a company through an accounting integration, its financial data syncs automatically. Integration-connected companies have a badge indicating the connected platform (for example, QuickBooks or Xero). You can still edit the non-financial details of an integration-connected company.

Editing a Company

Navigate to the company's detail page.
Click the breadcrumb or navigate to the company's settings/edit page.
Update any fields as needed.
Click Save to apply your changes.

Editing requires write access to the company. Organization members with read-only access cannot edit company details. The edit page also allows you to assign or remove labels and update custom metadata values.

Deleting a Company

Deletion is a soft delete -- the company is marked as deleted and removed from your portfolio views, but the underlying data is retained for auditing purposes.

Navigate to the company edit page.
Scroll to the bottom and click Delete Company.
Confirm the deletion in the dialog that appears.

Who Can Delete

Only users from the owning organization (the organization that originally created the company) can delete it.
You must have an owner or admin role within that organization.
Shared companies cannot be deleted by the organization they were shared with.

Manual vs. Integration-Connected Companies

Aspect	Manual Company	Integration-Connected Company
Financial data	Entered or uploaded manually	Syncs automatically from the accounting platform
Creation	Fill in the form manually	Import through an integration connection
Editing	All fields editable	Non-financial fields editable; financial data managed by the integration
Disconnecting	N/A	You can disconnect the integration, after which the company behaves like a manual company with its last synced data

Permissions Summary

Action	Required Role
Create a company	Owner or Admin
Edit a company	Write access (Owner, Admin, or Member with write access)
Delete a company	Owner or Admin of the owning organization
View a company	Read access (any member with at least read access)

Portfolio Dashboard

Dashboard and Views