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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?
See all 11 articles

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?
See all 7 articles

Distributions

  • When a company distributes tokens, will I receive those?
  • When a company goes public, will I receive stock?
  • A company exited and there were realized gains but I haven’t received the funds 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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