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
    • Investments Table
    • 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
    • Zapier Integration
  • Technical
    • Recommendations
    • Technical Limitations
    • Technical Information
  • Account Administration
    • Login Credentials
    • Invoices
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On this page
  • Basics of Portfolio Construction
  • Working with and sharing your fund dashboards
  • Portfolio Management
  • KPI Manager and Advanced Features
  1. General

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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Last updated 2 years ago