A few behaviors of Investor & Portfolio Tracking are by design in this release, worth knowing upfront so nothing catches you off guard.
Limit or behavior | What happens |
Portfolio depth capped at one level | If a portfolio company is itself an investor, its own portfolio doesn't chain into the parent investor's Portfolio card, filters, or Job Company Investor column. |
No cross-account mapping | Investor mappings don't carry over between Recruiterflow accounts. Each account's mappings are independent. |
No manage-all-investors screen | There's no single view listing every investor mapping in your account. Mappings are added and edited from each company profile individually. |
Portfolio card has no filtering or sorting | The Portfolio card is a flat list in this version, showing every mapped portfolio company with no sort or filter controls. |
Related companies filter is investor-only | The four-option filter dropdown on Contacts, Jobs, Deals, and Placements only appears on investor profiles. Non-investor profiles keep their current, unfiltered cards. |
Enrichment is plan-gated | Automatic investor mapping only runs on the AIRA Plan or with JCA enabled. Other plans require manual entry for every investor relationship. |
Investor data outside the company profile is limited | The Job Company Investor column on the Jobs list is currently the only place investor or portfolio data surfaces outside the company profile itself. |
No fund-level contact attribution | This feature tracks company-to-company investor relationships. Attributing a specific fund contact to a portfolio company is handled separately, through the primary contact on the Contact card. |