Portfolio Management
Portfolio Dashboard
- How can I see whether my investment is complete?
- Where can I find the documents related to an investment?
- Where can I find details about a past investment I've made?
- Why can't I see the net value of my investments?
- How is the multiple / TVPI calculated?
Valuations
- 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?
- I know a company I invested in just did a new up round. Why hasn’t the valuation of my investment changed?
- The round I invested in was at a $[X]M post-money valuation, and the new round I saw is at a $2[X]M pre-money valuation. Why does my dashboard show less than a 2x increase in value?
- A company I invested in did a new SAFE or convertible note round at an increased valuation cap. Why hasn’t my investment’s value changed?