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Portfolio Management

Portfolio Dashboard

  • How can I see more details about my rolling fund investment?
  • 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?
See all 15 articles

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?
See all 10 articles

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?

This help page and the information contained herein is provided for informational and discussion purposes only and is not intended to be a recommendation for any investment or other advice of any kind, and shall not constitute or imply any offer to purchase, sell or hold any security or to enter into or engage in any type of transaction.

Investing in venture capital funds is inherently risky and illiquid. It involves a high degree of risk and is suitable only for sophisticated and qualified investors.

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