To create a portfolio:

1. Navigate to the Portfolios section in your dashboard

2. Click “Create New Portfolio”

3. Provide a name and description for your portfolio

4. Define selection criteria (geography, sector, funding stage, etc.)

5. Add companies manually or use automated filters

6. Save and activate your portfolio

Yes, portfolios can be shared with:

– Other users within your ecosystem

– On your website via our API

– Public visibility (if enabled by ecosystem settings)

DataScouts offers several report types:

1. Portfolio Reports: Comprehensive analysis of your company collections

2. Ecosystem Reports: Market intelligence and trend analysis for specific regionsor sectors

3. Company Reports: Detailed profiles and analytics for individual companies

4. Challenge Reports: Innovation challenge tracking and outcomes

5. Custom Reports: Build reports with specific metrics and filters

To create custom reports:

1. Go to the Reports section

2. Select “Create Custom Report”

3. Choose your data sources (portfolios, spotting areas, companies)

4. Select metrics and KPIs to include

5. Apply filters (date range, geography, sector, etc.)

6. Choose visualization options (charts, tables, maps)

7. Preview and generate the report

8. Schedule automatic generation if needed

Yes, reports can be automated with:

– Scheduled generation (daily, weekly, monthly, quarterly)

– Automatic distribution to stakeholders

– Template reuse for consistent reporting

– API integration for external systems

To update your profile:

1. Click on your profile icon in the top navigation

2. Select “Password and Security”

3. Update personal information (email, phone, password)

4. Modify notification preferences

5. Set timezone and language preferences

6. Update password and security settings

7. Select “Update your profile”

8. Update your personal profile (name, short description, motivations, department and social media profile)

9. Save changes

Organization profile updates:

1. Navigate to “Organization Settings” (admin access required)

2. Update company information and branding

3. Manage user permissions and roles

4. Configure ecosystem settings and preferences

5. Update billing and subscription information

6. Manage API tokens and integrations

DataScouts sends notifications for:

• Company Updates: Changes to tracked companies in your portfolios

• Funding Events: New funding rounds and investment activities

• Challenge Updates: Innovation challenge milestones and deadlines

• System Alerts: Data processing updates and system maintenance

• Weekly Digests: Scheduled summary reports

• Collaboration: Comments, shares, and team activities

To customize notifications:

1. Go to “Settings” → “Notifications”

2. Choose notification types (email, in-app, SMS)

3. Set frequency preferences for each type

4. Configure specific triggers (funding thresholds, score changes)

5. Manage digest preferences and timing

6. Set up escalation rules for important updates

Yes, notification rules can be customized at various levels:

– Global settings for all activities

– Portfolio-specific notification rules

– Company-level alert preferences

– Spotting area notification settings

– Challenge-specific updates

You can temporarily disable notifications by:

– Using “Do Not Disturb” mode in your profile settings

– Pausing specific notification types

– Setting vacation/away status

– Adjusting notification frequency to reduce volume