Tactyc Resource Center
  • General
    • What is Tactyc?
    • Training Videos
    • Contact Us
  • Portfolio Construction
    • Getting Started
    • Construction Wizard
      • General
      • Sector Profiles
      • Allocations
      • Fees & Expenses
      • Exit Recycling
      • Waterfall
      • Limited Partners
    • FAQs
      • How are Tactyc metrics calculated?
      • Construction vs. Current Forecasts
      • Downloading Charts
      • Reserve sizing
      • Fractional investments
      • Enter number of investments directly
      • Setting exit multiples directly
      • Backsolving to find an ideal portfolio
      • Adjusting Pacing
      • Liquidation at the end of fund's life
      • No or very little recycled proceeds
      • Creating a Fund of Funds Allocation
  • Portfolio Management
    • Adding Investments
    • Managing Rounds
      • Updating valuations
      • Updating ownerships
      • SAFEs and Notes
      • Warrants
      • Liquidation preferences
      • Multiple currencies
    • Performance Cases
      • Best Practices on Performance Cases
    • KPI Manager
      • Valuation Analysis
      • KPI Request Form FAQs
    • Document Center
    • Investments Table
      • Investment Reporting Metrics
      • Investment MOICs
      • Time Machine
      • Custom Views
      • Using Deal Tags
      • Using Custom Fields
    • Cap Table Calculator
    • Bulk Update Options
    • FAQs
  • Advanced
    • Construction Methodology
    • Updating Model for Actuals
    • Scenario Builder
    • Custom Formulas
    • Disable Automatic Projection
    • Fund of Funds
    • Multi-Fund Views
    • Capital Call Line of Credit
  • Insights
    • Optimizing Secondary Market Sales
    • Performance across reporting dimensions
    • Optimal Reserves Ranking
  • Sharing and Administration
    • Publishing
    • Collaborators
  • API and Integrations
    • API Overview
      • Adding a Single Investment
      • Adding Multiple Investments
      • Fund Configuration and Metadata
      • Performance Metrics
      • Performance Summary
      • Investment Cashflows
      • KPI Metrics
      • Update KPI Metrics
    • Zapier Integration
  • Technical
    • Recommendations
    • Technical Limitations
    • Technical Information
  • Account Administration
    • Login Credentials
    • Invoices
Powered by GitBook
On this page
  • What is Tactyc?
  • Why am I receiving this request for data?
  • Who do I contact if I have questions?
  • Can I reuse this link multiple times to submit data?
  • What if I think this is spam or someone posing as my investor?
  • What kind of documents can be attached in this form?
  • I noticed a bug. How should I report?
  • I like using this form, should I tell my investors about Tactyc?
  1. Portfolio Management
  2. KPI Manager

KPI Request Form FAQs

What is Tactyc?

Tactyc is a portfolio modeling, portfolio management, and reporting platform for venture funds.

Why am I receiving this request for data?

One of your investors is a Tactyc customer and uses Tactyc to collect KPI data.

Who do I contact if I have questions?

Your contact at the fund requesting this data.

Can I reuse this link multiple times to submit data?

No, once this data is submitted the link will no longer work. You’ll receive a new link for the next KPI Request.

What if I think this is spam or someone posing as my investor?

Contact your VC Fund to confirm they sent the request.

What kind of documents can be attached in this form?

Tactyc accepts PDF, XLS, DOCX

I noticed a bug. How should I report?

Please email support@tactyc.io.

I like using this form, should I tell my investors about Tactyc?

Yes we would love a referral! Tactyc works with funds of all sizes globally.

PreviousValuation AnalysisNextDocument Center

Last updated 7 months ago