# Investment Reporting Metrics There are more than 65 reporting metrics available for each investment. These metrics can be accessed in 3 different areas on your fund dashboard: 1. **Investments Table** * Open the **Columns** on top of your **Investments Table** to select the appropriate metrics
2. **Portfolio Summary Report** * Click on **Customize Report** to select the appropriate metrics 3. **Portfolio Insights** * Select the appropriate metrics from the **Metric** dropdown
## **Available Metrics** ### **Company** * **Name**: The name of the portfolio company * **Fund Name:** The name of the fund vehicle that invested in this company * **Status:** Active, Write-Offs, Realized or Planned * **Investment Date:** The date of the first round * **Geography:** The country or region associated with the investment * **Sector:** The sector associated with this company ### **Qualitative** * **Commentary:** Latest partner commentary * **Case Description**: The description of the case that is defined for this company * **Deal Tags:** Any tags associated with this investment * **Partners:** Sourcing or managing partners associated with the investment * **Board Members**: Any board member seats granted to the fund by the company * **Co-Investors**: Any co-investors tracked for this investment ### **Rounds** * **Entry Stage:** The name of the round that the fund made its initial investment into the company (for e.g., Seed) * **Current Stage**: The last financing round of the company for e.g., Series A * **Last Round Date:** The date of the last financing round * **Exit Stage:** The stage of the last financing round prior to exit ### **Capital** * **Invested to Date**: The total capital invested to date by the fund * **Initial Investment**: The amount invested in the first round by the fund * **Reserves Deployed:** The amount invested in subsequent rounds (follow-on investments) * **Reserves Remaining:** The amount reserved for future follow-on investments * **Total Expected Investment:** The total capital expected to be invested in the company by the fund * **Entry Round Size**: The amount raised by the company in the first round the fund participated in * **Cume Capital Raised:** The total amount raised by the company to date * **Cume Capital Raised Since Initial**: The total amount raised by the company excluding the size of the initial round ### **Valuation** * **Entry Pre-Money Valuation** * **Entry Post-Money Valuation** * **Current Post-Money Valuation** * **Entry Ownership** * **Current Ownership** * **Current Share Price:** Applicable only if data has been entered in share mode * **Current Shares Owned:** Applicable only if data has been entered in share mode * **Unrealized FMV**: Value of unrealized stake in the company * **Current Return the Fund**: The current RTF based on the current ownership in the company ### **Exit:** * **Exit Date**: Actual or expected exit date * **Exit Ownership:** Ownership % at Exit * **Realized Proceeds**: Realized proceeds to date. Includes any dividends, interest or distributions * **% Realized:** Percentage of investment that has been realized to date * **Total Exit Proceeds:** Total exit proceeds to be realized inclusive of any dividends, interests or distributions * **Exit Aggregate Valuation:** The expected or actual aggregate valuation of the company at exit * **Exit Return the Fund:** The RTF based on the ownership at exit * **Current Loss Ratio**: The loss ratio on invested capital today * **Loss Ratio at Exit:** The loss ratio on invested capital by exit ### **Multiple** * **Current MOIC:** Current return on $1 of invested capital to date * **Current MOIC on Initial:** Current return on $1 of initial investment only * **Current MOIC on Deployed Reserves:** Current return on $1 of deployed reserves only * **Exit MOIC:** Expected return on $1 of total invested capital * **Exit MOIC on Follow-Ons:** Expected return at exit for every $1 of follow-on investment only * **Exit MOIC on Planned Reserves:** Expected return on $1 of future planned reserves * **Current or Realized IRR:** Represents the IRR return on the investment. ### **Composition** * **Initial to Committed Capital Ratio:** The initial investment divided by the total fund committed capital * **Total to Committed Capital Ratio**: The total investment in the company divided by the total fund committed capital * **Deployed to Total Invested Ratio:** The total invested to date amount int the company divided by the total invested capital by the fund * **Total Investment to Total Expected Investment Ratio:** The total expected investment amount in the company divided by the total expected investment by the fund * **FMV Ratio:** The FMV of an investment divided by the total FMV across all active investments. ### **Other** * **Case Probability:** The probability of the performance case * **Failure Rate:** The probability of a write-off * **Deal Reserve Ratio:** The reserve ratio for this investment calculated as Total Follow-Ons / Total Expected Invested Capital --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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