Investments Table

A consolidated view of all portfolio companies and their metrics

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

Features of the investments table

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

• See for the various MOIC calculations available for each company

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

• See here for how to create custom column configurations

• See here for how to use Deal Tags

• See here for how to create Custom Fields