Investment Opportunities
Track portfolio investments and performance across all active and exited positions.
2 min readWritten for: Investors and fund teams managing a portfolio
What you will learn
- How to track and manage portfolio companies
- How exit tracking and IRR calculation works
- How VC firm features differ from individual investors
Portfolio Management#
Investors track all their investments through a centralized portfolio view with valuation, ownership, and board seat information.
- Startup name, investment amount, and date
- Ownership percentage
- Board seat tracking
- Current valuation
- A position marked active, followed on, marked up, marked down, partially exited, exited or written off
- Exit tracking with date, amount, type, IRR, and multiple
VC Firm Features#
VC partners have additional capabilities for managing funds, LPs, and multi-member teams with granular permissions.
- Multiple funds per firm with vintage year and AUM
- LP tracking and management
- Team roles: Managing Partner, Partner, Principal, VP, Associate, Analyst
- IC voting rights and term approval authority
- A fund moves through fundraising, investing, fully deployed, harvesting and finally closed
