HELP CENTER
Getting Started
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Create/Edit a Portfolio Company
Create a Portfolio Company
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Duplicate a Portfolio Company
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Portfolio Information
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Investment Management (Cashflow)
Investment Management Process
Instruments
Equity
PS
Bond
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Initial Setup
Edit/Update
Capture Payments
Capture Payments (Bulk Upload)
AS Report
Actual Cashflow
Capture Actual Cashflow
Capture Actual Cashflow (Bulk Upload)
Actual Cashflow Reports
Expected Cashflow
Capture Expected Cashflow
Capture Expected Cashflow (Bulk Upload)
Expected Cashflow Reports
Valuation (Current & History)
Capture Valuation
Valuation Reports
IRR & MoC
Calculate IRR & MoC
IRR & MoC Reports
Contractual Cashflow
Amortization Schedule
Actual Cashflow
Expected Cashflow
Reports & Analytics
Portfolio Valuation Movement
Portfolio Investment Performance
Portfolio Performance Report
Cap Table
Shareholder Management
Cap Table Reports
Portfolio Monitoring
Capture Fin/KPI
Portfolio Level Fields
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Capture Fin/KPI
View Fin/KPI
Collaterals
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Covenant Rules
Covenant Data
Notes
Checklist
More Information
Documents
Add a Document
Add Existing Document
Edit/Delete a Document
Download a Document
Reports & Analytics
Portfolio Company Summary Report
Portfolio Performance Report
Investment Level IRR Report
Portfolio Diversification
Portfolio Resourcing (Internal)
Pipeline Resourcing (External)
ILPA Portfolio Company Update Report
Meeting Report
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