Using Deal Tags
Deal tags enable you to evaluate performance metrics for sub-sections of your entire fund's portfolio.
Last updated
Deal tags enable you to evaluate performance metrics for sub-sections of your entire fund's portfolio.
Last updated
Deal tags are a quick and easy way to label deals with custom tags relevant for your fund. Your fund's entire portfolio can then be filtered for specific tags.
Open an existing investment and click on Edit Information
Under Deal Tags, you can either select a tag from the pre-defined list or create your own by typing a new tag name
You can add multiple tags to each deal
On the main Investments Table,
Expose the Tags column using the Columns button (if Tags are not already shown on your investments table)
Filter on specific tags to only show matching companies within each tag
Performance by Tags are also available under Portfolio Insights.
