> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio Operations

> Supporting portfolio companies post-investment.

Supporting portfolio companies post-investment.

<CardGroup cols={2}>
  <Card title="Onboard a new portfolio company" href="/s/article/Understanding-portfolio-support-in-Affinity">
    Add a closed deal to your portfolio list, set up board cadence, and link key contacts.
  </Card>

  <Card title="Track portfolio KPIs" href="/s/article/From-insight-to-impact-enhancing-portfolio-value-with-Affinity">
    Define custom fields, capture periodic metrics, and dashboard the trends.
  </Card>

  <Card title="Coordinate board meetings" href="/s/article/Affinity-s-best-practice-guide-for-portfolio-growth">
    Use reminders, files, and notes on portfolio profiles to centralize board materials.
  </Card>
</CardGroup>