Investors
portfolio
positions
reporting
Tracking your portfolio
Record positions, valuations and outcomes in one place.
Last updated August 3, 2026
Adding a position
Add a position for each investment: the company, the instrument, the amount, the date and the ownership or conversion terms. Positions can be added manually or created from a closed commitment.
Valuations
Update carrying values as new rounds price. The portfolio view shows cost basis against the latest mark and the resulting multiple.
Reporting
Portfolio reports summarise exposure by sector, stage and geography. Use them for your own reporting cycle; they are not audited financial statements.
Privacy
Portfolio data is private to you and to anyone you have explicitly added to your entity. It is never surfaced in discovery or matching.
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