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When do I receive updates on my investments?

Quarterly performance updates, plus event-driven notifications for exits, distributions, and tax documents.

Wealt provides regular updates on your investments through multiple channels:

  • Performance report with current estimated value (quarterly) (in our roadmap)

  • Material company news (new customers, product launches, partnerships)

  • Updated valuation (if new data is available)

Delivered via email and visible in your Notifications

  • Event-driven updates (as they happen)

  • New funding round announced

  • Exit event (IPO filing, acquisition offer)

  • K-1 tax document available

  • Deal status changes

  • Distribution notices

Where to find updates

  • Email: All material updates are sent to your registered email

  • Notifications: Check the Notifications section in the dashboard

What if there's no update?

Some portfolio companies, especially early-stage startups, may have limited reporting. If there's no material news, you may not receive a formal update; this is normal.

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