# Tactyc Resource Center ## Tactyc Resource Center - [What is Tactyc?](https://docs.tactyc.io/general/what-is-tactyc.md): Tactyc is a portfolio modeling, portfolio management and reporting platform for venture funds. - [Training Videos](https://docs.tactyc.io/general/training-videos.md): Learn better by watching videos? Check out our training videos on different section of Tactyc - [Contact Us](https://docs.tactyc.io/general/contact-us.md) - [Getting Started](https://docs.tactyc.io/portfolio-construction/getting-started.md): Starting your first fund on Tactyc - [Construction Wizard](https://docs.tactyc.io/portfolio-construction/construction-wizard.md) - [General](https://docs.tactyc.io/portfolio-construction/construction-wizard/general.md): Basic information on your fund. - [Sector Profiles](https://docs.tactyc.io/portfolio-construction/construction-wizard/sector-profiles.md): Define macro views on the round sizes, valuations and performance - [Allocations](https://docs.tactyc.io/portfolio-construction/construction-wizard/allocations.md): Allocations are where you define the types of investments your fund will be making. Think of these as “investment profiles”. - [Fees & Expenses](https://docs.tactyc.io/portfolio-construction/construction-wizard/fees-and-expenses.md): Define the management fees and expected fund expenses. - [Exit Recycling](https://docs.tactyc.io/portfolio-construction/construction-wizard/exit-recycling.md): Optional section if your fund supports future exit proceeds to be re-invested back into new investments. - [Waterfall](https://docs.tactyc.io/portfolio-construction/construction-wizard/waterfall.md): Define the profit splits between LP’s and GP’s. Tactyc supports both the American (deal by deal carry) and European (fund level carry) provisions. - [Limited Partners](https://docs.tactyc.io/portfolio-construction/construction-wizard/limited-partners.md): This is an optional section. If left unfilled, the forecasted model will summarize LP returns as a single LP entity. If you’ve defined LP’s in this section, the model can forecast returns for each LP - [FAQs](https://docs.tactyc.io/portfolio-construction/faqs.md): Answers to common questions around portfolio construction - [How are Tactyc metrics calculated?](https://docs.tactyc.io/portfolio-construction/faqs/how-are-tactyc-metrics-calculated.md) - [Construction vs. Current Forecasts](https://docs.tactyc.io/portfolio-construction/faqs/construction-vs.-current-forecasts.md) - [Downloading Charts](https://docs.tactyc.io/portfolio-construction/faqs/downloading-charts.md): Any chart on Tactyc can be downloaded for offline use. Supported formats are usually PDF, images and Excel. - [Reserve sizing](https://docs.tactyc.io/portfolio-construction/faqs/reserve-sizing.md) - [Fractional investments](https://docs.tactyc.io/portfolio-construction/faqs/fractional-investments.md): Why are the number of investments fractions? - [Enter number of investments directly](https://docs.tactyc.io/portfolio-construction/faqs/enter-number-of-investments-directly.md): Why can I not construct my fund model from number of investments instead of capital allocation percentages? - [Setting exit multiples directly](https://docs.tactyc.io/portfolio-construction/faqs/setting-exit-multiples-directly.md) - [Backsolving to find an ideal portfolio](https://docs.tactyc.io/portfolio-construction/faqs/backsolving-to-find-an-ideal-portfolio.md): Can Tactyc solve for ideal construction parameters? - [Adjusting Pacing](https://docs.tactyc.io/portfolio-construction/faqs/adjusting-pacing.md) - [Liquidation at the end of fund's life](https://docs.tactyc.io/portfolio-construction/faqs/liquidation-at-the-end-of-funds-life.md) - [No or very little recycled proceeds](https://docs.tactyc.io/portfolio-construction/faqs/no-or-very-little-recycled-proceeds.md): I have turned on recycling assumptions but my fund shows no or very little recycled proceeds - [Creating a Fund of Funds Allocation](https://docs.tactyc.io/portfolio-construction/faqs/creating-a-fund-of-funds-allocation.md) - [Adding Investments](https://docs.tactyc.io/portfolio-management/adding-investments.md) - [Managing Rounds](https://docs.tactyc.io/portfolio-management/managing-rounds.md) - [Updating valuations](https://docs.tactyc.io/portfolio-management/managing-rounds/updating-valuations.md): Mark-up, mark-down or change the valuation of an investment - [Updating ownerships](https://docs.tactyc.io/portfolio-management/managing-rounds/updating-ownerships.md): Override Tactyc's calculated ownership - [SAFEs and Notes](https://docs.tactyc.io/portfolio-management/managing-rounds/safes-and-notes.md): Best practices on working with SAFEs and Notes. - [Warrants](https://docs.tactyc.io/portfolio-management/managing-rounds/warrants.md): Best practices on working with warrants - [Liquidation preferences](https://docs.tactyc.io/portfolio-management/managing-rounds/liquidation-preferences.md): If your fund has investments where there are active Liquidation Preferences (”liq prefs”), you can run Exit scenarios to incorporate the impact of liq prefs. - [Multiple currencies](https://docs.tactyc.io/portfolio-management/managing-rounds/multiple-currencies.md): If your fund has investments where the round currency is different than the fund’s currency, Tactyc can help you manage and track currency conversions. - [Performance Cases](https://docs.tactyc.io/portfolio-management/performance-cases.md) - [Best Practices on Performance Cases](https://docs.tactyc.io/portfolio-management/performance-cases/best-practices-on-performance-cases.md): Performance cases offer flexibility in how you want to model an investment’s forecast. We recommend picking one of the following 3 approaches to manage performance cases for an investment. - [KPI Manager](https://docs.tactyc.io/portfolio-management/kpi-manager.md): KPIs are operating metrics typically tracked to monitor a portfolio company’s performance. These could be items such as Revenue, Cash Balances, Customers etc. - [Valuation Analysis](https://docs.tactyc.io/portfolio-management/kpi-manager/valuation-analysis.md): Automated valuation multiple analysis - [KPI Request Form FAQs](https://docs.tactyc.io/portfolio-management/kpi-manager/kpi-request-form-faqs.md) - [Document Center](https://docs.tactyc.io/portfolio-management/document-center.md): Tactyc's Document Center enables you to manage and track deal or fund related documents in one place. - [Investments Table](https://docs.tactyc.io/portfolio-management/investments-table.md): A consolidated view of all portfolio companies and their metrics - [Investment Reporting Metrics](https://docs.tactyc.io/portfolio-management/investments-table/investment-reporting-metrics.md) - [Investment MOICs](https://docs.tactyc.io/portfolio-management/investments-table/investment-moics.md): Manage MOICs more thoroughly with Tacytc’s Portfolio Management Tools allowing you to track seven different MOIC calculations for each investment. - [Time Machine](https://docs.tactyc.io/portfolio-management/investments-table/time-machine.md) - [Custom Views](https://docs.tactyc.io/portfolio-management/investments-table/custom-views.md): Custom Views enable you to create different column configurations for the investments table - [Using Deal Tags](https://docs.tactyc.io/portfolio-management/investments-table/using-deal-tags.md): Deal tags enable you to evaluate performance metrics for sub-sections of your entire fund's portfolio. - [Using Custom Fields](https://docs.tactyc.io/portfolio-management/investments-table/using-custom-fields.md): Custom fields enable you to create your own tracking fields such as tags, dates, numbers or text to categorize portfolio companies - [Cap Table Calculator](https://docs.tactyc.io/portfolio-management/cap-table-calculator.md) - [Bulk Update Options](https://docs.tactyc.io/portfolio-management/bulk-update-options.md) - [FAQs](https://docs.tactyc.io/portfolio-management/faqs.md) - [Construction Methodology](https://docs.tactyc.io/advanced/construction-methodology.md): The following summary illustrates the Tactyc forecasting logic. Please reach out to us at support@tactyc.io if you would like further detail. - [Updating Model for Actuals](https://docs.tactyc.io/advanced/updating-model-for-actuals.md) - [Scenario Builder](https://docs.tactyc.io/advanced/scenario-builder.md): Change model parameters to run new fund scenarios quickly. - [Custom Formulas](https://docs.tactyc.io/advanced/custom-formulas.md): Calculate custom metrics from KPI values or default Tactyc reporting fields - [Disable Automatic Projection](https://docs.tactyc.io/advanced/disable-automatic-projection.md): How to reflect only actual investments in the Tactyc model - [Fund of Funds](https://docs.tactyc.io/advanced/fund-of-funds.md) - [Multi-Fund Views](https://docs.tactyc.io/advanced/multi-fund-views.md): Multi-Fund View enable you to pool together multiple vehicles into a single dashboard for analytics. - [Capital Call Line of Credit](https://docs.tactyc.io/advanced/capital-call-line-of-credit.md): Tactyc enables you to model a capital call line of credit and evaluate the impact of the line on cash flows and expected interest expenses. - [Optimizing Secondary Market Sales](https://docs.tactyc.io/insights/optimizing-secondary-market-sales.md): Should we sell a partial stake of our active companies in the secondary marker? Tactyc can help you plan for these situations. - [Performance across reporting dimensions](https://docs.tactyc.io/insights/performance-across-reporting-dimensions.md): Tactyc can summarize portfolio performance across multiple reporting dimensions - such as sector, geography, partner or any custom field. - [Optimal Reserves Ranking](https://docs.tactyc.io/insights/optimal-reserves-ranking.md): Tactyc helps fund managers optimize follow-on reserves by ranking each portfolio company based on the opportunity cost of investment. - [Publishing](https://docs.tactyc.io/sharing-and-administration/publishing.md): Publishing a model creates a shareable URL link for your model’s dashboards that can be sent to anyone. Anyone who clicks on the link will see the fund’s dashboard in a read-only mode. - [Collaborators](https://docs.tactyc.io/sharing-and-administration/collaborators.md): Collaborators are team members who have access to your fund's model. You can control access levels for collaborators to only grant them read or edit access. - [API Overview](https://docs.tactyc.io/api-and-integrations/api-overview.md) - [Adding a Single Investment](https://docs.tactyc.io/api-and-integrations/api-overview/adding-a-single-investment.md) - [Adding Multiple Investments](https://docs.tactyc.io/api-and-integrations/api-overview/adding-multiple-investments.md) - [Fund Configuration and Metadata](https://docs.tactyc.io/api-and-integrations/api-overview/fund-configuration-and-metadata.md): Get a fund's configuration and parameters programtically - [Performance Metrics](https://docs.tactyc.io/api-and-integrations/api-overview/performance-metrics.md): Retrieve performance metrics by period programmatically - [Performance Summary](https://docs.tactyc.io/api-and-integrations/api-overview/performance-summary.md): Get a fund performance report programmatically - [Investment Cashflows](https://docs.tactyc.io/api-and-integrations/api-overview/investment-cashflows.md): Get a investment's cashflows programmatically - [KPI Metrics](https://docs.tactyc.io/api-and-integrations/api-overview/kpi-metrics.md): Get a investment's KPIs programmatically - [Update KPI Metrics](https://docs.tactyc.io/api-and-integrations/api-overview/update-kpi-metrics.md): Update an investment's KPIs programmatically - [Zapier Integration](https://docs.tactyc.io/api-and-integrations/zapier-integration.md) - [Recommendations](https://docs.tactyc.io/technical/recommendations.md) - [Technical Limitations](https://docs.tactyc.io/technical/technical-limitations.md) - [Technical Information](https://docs.tactyc.io/technical/technical-information.md) - [Login Credentials](https://docs.tactyc.io/account-administration/login-credentials.md) - [Invoices](https://docs.tactyc.io/account-administration/invoices.md) --- # Agent Instructions This documentation is published with GitBook. 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