Tactyc Resource Center
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  1. Portfolio Management

Investments Table

A consolidated view of all portfolio companies and their metrics

PreviousDocument CenterNextInvestment Reporting Metrics

Last updated 1 year 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

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