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.