Using Deal Tags

Deal tags enable you to evaluate performance metrics for sub-sections of your entire fund's portfolio.

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.

Adding a Deal Tag

  • 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

Filtering on Tags

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

Tag Performance

Performance by Tags are also available under Portfolio Insights.

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