Adding a Company to Review

There are three ways to add a company to Review in Strise.

1. From Review

Click the Add to Review button in the Review view. Search for the company you want to add, then assign it to the appropriate reviewer.

2. From Search

Open a company from search and its header carries an Add to Review button. A company with no reviews yet also offers Add to Review in the empty state of the Risk assessment card on the Overview tab. Both need permission to write to the portfolio.

3. From Portfolio

In the Portfolio view, select one or more companies and change their status to In qualification. This moves them into the Review workflow.