Tactyc Resource Center
  • General
    • What is Tactyc?
    • Training Videos
    • Contact Us
  • Portfolio Construction
    • Getting Started
    • Construction Wizard
      • General
      • Sector Profiles
      • Allocations
      • Fees & Expenses
      • Exit Recycling
      • Waterfall
      • Limited Partners
    • FAQs
      • How are Tactyc metrics calculated?
      • Construction vs. Current Forecasts
      • Downloading Charts
      • Reserve sizing
      • Fractional investments
      • Enter number of investments directly
      • Setting exit multiples directly
      • Backsolving to find an ideal portfolio
      • Adjusting Pacing
      • Liquidation at the end of fund's life
      • No or very little recycled proceeds
      • Creating a Fund of Funds Allocation
  • Portfolio Management
    • Adding Investments
    • Managing Rounds
      • Updating valuations
      • Updating ownerships
      • SAFEs and Notes
      • Warrants
      • Liquidation preferences
      • Multiple currencies
    • Performance Cases
      • Best Practices on Performance Cases
    • KPI Manager
      • Valuation Analysis
      • KPI Request Form FAQs
    • Document Center
    • Investments Table
      • Investment Reporting Metrics
      • Investment MOICs
      • Time Machine
      • Custom Views
      • Using Deal Tags
      • Using Custom Fields
    • Cap Table Calculator
    • Bulk Update Options
    • FAQs
  • Advanced
    • Construction Methodology
    • Updating Model for Actuals
    • Scenario Builder
    • Custom Formulas
    • Disable Automatic Projection
    • Fund of Funds
    • Multi-Fund Views
    • Capital Call Line of Credit
  • Insights
    • Optimizing Secondary Market Sales
    • Performance across reporting dimensions
    • Optimal Reserves Ranking
  • Sharing and Administration
    • Publishing
    • Collaborators
  • API and Integrations
    • API Overview
      • Adding a Single Investment
      • Adding Multiple Investments
      • Fund Configuration and Metadata
      • Performance Metrics
      • Performance Summary
      • Investment Cashflows
      • KPI Metrics
      • Update KPI Metrics
    • Zapier Integration
  • Technical
    • Recommendations
    • Technical Limitations
    • Technical Information
  • Account Administration
    • Login Credentials
    • Invoices
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Last updated 1 year ago

Basics of Portfolio Construction

Working with and sharing your fund dashboards

Portfolio Management

KPI Manager and Advanced Features

General Section
Sector Profile
Allocations
Fees and Expenses
Exit Recycling
Waterfall
LPs
Overview of different sections and construction vs. current forecasts
Adding investments and building performance cases
Maintaining investments and performance cases
Extracting insights on portfolio performance
Tracking KPIs
Editing your models for actual fees, expenses and capital calls.
  • Basics of Portfolio Construction
  • Working with and sharing your fund dashboards
  • Portfolio Management
  • KPI Manager and Advanced Features
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  1. General

Training Videos

Learn better by watching videos? Check out our training videos on different section of Tactyc