> For the complete documentation index, see [llms.txt](https://docs.tactyc.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tactyc.io/api-and-integrations/api-overview/performance-summary.md).

# Performance Summary

Get a fund performance report programmatically

## **Method and URL**

<table data-header-hidden><thead><tr><th width="109"></th><th></th></tr></thead><tbody><tr><td>URL</td><td><code>https://tactycapi.com/api/fund/{{FUND_ID}}/{{PERIOD}}</code></td></tr><tr><td>Method</td><td>GET</td></tr><tr><td>Params</td><td><p><strong>Fund ID:</strong> Your Fund ID that you wish to pull metrics from</p><p><strong>Period</strong>: The ending month of the report. For e.g. to a performance report spanning the first 12 months of the fund, enter 12 for this field</p></td></tr></tbody></table>

## Sample Request

The following is a sample request to query the first 12 months performance

```
// Sample request
curl https://tactycapi.com/api/fund/{{FUND_ID}}/12
 -X GET
 -H 'Authorization:{{API KEY}}'
```

## Sample Response

The response will provide the following fields:

* **Status Code:** 200 for a succesful response
* **Body:** Various performance metrics in this report such as. For each metric, the report will provide 3 separate fields:
  * **period:** The value of this metric since the start of the fund's life and up to the specified period (for e.g. over the first 12 months)
  * **construction:** The projected value at the end of the fund's life in the construction forecast
  * **current:** The projected value at the end of the fund's life in the construction forecast
* **Metrics provided are:**
  * **numInvestments:** Total number of initial investments
  * **investmentsByRoundName:** Total number of initial investments by entry round
  * **endingFundValue:** Fund valuation or NAV
  * **unrealizedFundValue:** Unrealized FMV of active investments
  * **realizedFundValue:** Realized exit proceeds to date
  * **grossMultiple:** Gross MOIC for the fund
  * **rvpi:** RVPI for the fund
  * **tvpi:** TVPI for the fund
  * **dpi:** DPI for the fund
  * **netIrr**: Net LP IRR
  * **grossIrr**: Gross fund IRR
  * **initial**: Total initial investments in fund currency
  * **followOn:** Total follow-on investments in fund currency
  * **followOnRemaining:** Planned reserves in fund currency

```json
{
    "status": 200,
    "body": {
        "numInvestments": {
            "period": 7.999999999999999,
            "construction": 62.38721165703767,
            "current": 59.346179605814086
        },
        "investmentsByRoundName": [
            {
                "roundName": "Pre-Seed",
                "values": {
                    "period": 0,
                    "construction": 38.095696366358005,
                    "current": 25.24734576744484
                }
            },
            {
                "roundName": "Seed",
                "values": {
                    "period": 6,
                    "construction": 14.16141892152578,
                    "current": 22.3852659006684
                }
            },
            {
                "roundName": "Series A",
                "values": {
                    "period": 2,
                    "construction": 10.130096369153915,
                    "current": 11.713567937700816
                }
            }
        ],
        "endingFundValue": {
            "period": 16462973.22167488,
            "construction": 552380479.3461251,
            "current": 646581975.2150315
        },
        "unrealizedFundValue": {
            "period": 16462973.22167488,
            "construction": 0,
            "current": 0
        },
        "realizedFundValue": {
            "period": 0,
            "construction": 552380479.3461251,
            "current": 646581975.2150315
        },
        "grossMultiple": {
            "period": 1.2871190907334396,
            "construction": 4.957141550024112,
            "current": 5.802519268293509
        },
        "rvpi": {
            "period": 1.1185559687112105,
            "construction": 0,
            "current": 0
        },
        "dpi": {
            "period": 0,
            "construction": 3.1369023967306235,
            "current": 3.6079098760751567
        },
        "tvpi": {
            "period": 1.1185559687112105,
            "construction": 3.1369023967306235,
            "current": 3.6079098760751567
        },
        "netIrr": {
            "period": 0.22488683971248524,
            "construction": 0.1817330500227663,
            "current": 0.3111731415112886
        },
        "grossIrr": {
            "period": 1.3583146070741572,
            "construction": 0.2581685489777643,
            "current": 0.4624163350406383
        },
        "initial": {
            "period": 12290559.42857143,
            "construction": 59035833.84722474,
            "current": 64339287.00821392
        },
        "followOn": {
            "period": 500000.00000000006,
            "construction": 52395416.15277522,
            "current": 47091962.991785966
        },
        "followOnRemaining": {
            "period": 46591962.991785966,
            "construction": 52395416.15277522,
            "current": 47091962.991785966
        }
    }
}
```


---

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