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For the complete documentation index, see llms.txt. This page is also available as Markdown.

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

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