Portfolio Management
Portfolio Dashboard
- Can I transfer my investments from one investment entity to another?
- I don't get enough updates from GPs on my investments. What can I do?
- Why is my dashboard empty even though I’ve made an investment?
- How can I see whether my investment is complete?
- Where can I find the documents related to an investment?
Valuations
- I saw a company had an exit - why don't I see it marked up in my dashboard?
- My portfolio value changed, how can I see which investment caused this?
- Why does it say locked in the Net Value column for my investment?
- The value listed on my dashboard is different than the value I see reported by the media. Why?
- A company exited but there is still unrealized value shown. Why?
Distributions
- How can I get liquidity in the event of an exit?
- When a company distributes tokens, will I receive those?
- Will I receive stock when a portfolio company goes public?
- A portfolio company exited but I haven’t received the exit proceeds in my investment account. Why?
- How will I know when I've received a distribution?