Portfolio Events

Portfolio Events is a real-time dashboard that surfaces key portfolio company events in a centralized location. 

Get timely insights into financial performance and notifications about key events—such as equity issuances and conversions, updated valuations, and new funding rounds. Any changes made by your portfolio companies will be automatically reflected in your event feed, helping you maintain an open channel of communication without manual back-and-forth.

Who is this available for? 

The Portfolio Events feature is available for investment firms.

How do I use it?

Access the Portfolio Events page from the Tools & Services sidebar menu.

Filter by company name, event type, event date, and entity name. 

View details for any event to see more info on your equity holdings, or on the company’s financing activity or valuation. 

Anything else I need to know?

Portfolio Events rollout is rolling out incrementally to all investor firms. Please reach out to your Account Director with any questions.