2 months ago
View your entire portfolio, now from your phone
What's new?
Fund managers can now view investment performance for each of their portfolio companies, wherever they are.
What’s important about this change?
Whether you’re at your desk or on-the-go, you can quickly view a snapshot of your investments, or click into an individual investment for a more detailed view.
How does it work?
Click into the Investments tab, then view an overview of investments across your portfolio with metrics like cost, gain / loss, and what your ownership percentage is. For a more detailed view, click into an individual investment to see additional metrics like holdings value, gross IRR, and gross multiple.
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Download it on iOS or Android today.