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Add private funds
Updated over 5 months ago

You can easily track private fund investments, including private equity, venture capital, or hedge funds. Search the name of your private fund. Then we will ask you 4-step questions about it:

  1. Fund details (Firm Name, Fund Name, Type, Platform held, Investment vehicle)

  2. Investment details (Total commitment, Currency, Called capital, Investment date)

  3. Value estimation (based on your purchase price)

  4. Final details (if you want to add any additional notes)

After you add the wine to your portfolio, you will able to see financial details about it:

  1. Summary (Total invested, IRR, TVPI, Avg. holding period)

  2. Valuation (Market value, estimated profit&loss)

  3. Information (based on the information that you added during the addition of private funds)

If you have questions about the terms (IRR, TVPI, etc.), please check out this article.

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