Tactyc Resource Center
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General
What is Tactyc?
Training Videos
Contact Us
Portfolio Construction
Getting Started
Construction Wizard
FAQs
Portfolio Management
Adding Investments
Managing Rounds
Performance Cases
KPI Manager
Document Center
Investment Reporting Metrics
Cap Table Calculator
Bulk Update Options
Using Deal Tags
Using Custom Fields
FAQs
Advanced
Construction Methodology
Updating Model for Actuals
Scenario Builder
Disable Automatic Projection
Fund of Funds
Multi-Fund Views
Capital Call Line of Credit
Sharing and Administration
Publishing
Collaborators
API and Integrations
API Overview
Zapier Integration
Technical
Recommendations
Technical Limitations
Technical Information
Account Administration
Login Credentials
Invoices
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Training Videos
Learn better by watching videos? Check out our training videos on different section of Tactyc
Basics of Portfolio Construction
General Section
Sector Profile
Allocations
Fees and Expenses
Exit Recycling
Waterfall
LPs
Working with and sharing your fund dashboards
Overview of different sections and construction vs. current forecasts
Portfolio Management
Adding investments and building performance cases
Maintaining investments and performance cases
Extracting insights on portfolio performance
KPI Manager and Advanced Features
Tracking KPIs
Editing your models for actual fees, expenses and capital calls.
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