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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