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
Powered by GitBook
On this page
  1. Portfolio Management

Investments Table

A consolidated view of all portfolio companies and their metrics

PreviousDocument CenterNextInvestment Reporting Metrics

Last updated 12 months ago

The investments table is a singular view of your entire portfolio of actual investments.

Features of the investments table

for a summary of all available fields in the investment reporting metrics

the various MOIC calculations available for each company

for how to use the time machine to rollback the fund's clock

for how to create custom column configurations

for how to use Deal Tags

for how to create Custom Fields

See here
See for
See here
See here
See here
See here