MODULE 3 · PORTFOLIO MONITORING

Investments & Valuations

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Investments

Portfolio Investments

Track investments across all schemes. Click an investment to manage tranches, valuations, and KPIs.

Investment Detail

Valuations

IPEV-standard fair value tracking across the portfolio. Approve or reject submitted valuations.

KPI Tracking

Review KPI data submitted by portfolio companies. Approve or reject.

Exit Scenarios

Model IPO, M&A, secondary, and write-off scenarios across portfolio.

Board Meetings

Governance tracking for portfolio companies.