Explore

Venture Capital Portfolio Tracker

Easily keep your team up to date of investments by fund, partner, and company.

Keeping track of a private company investment portfolio typically involves a few different altitudes ー how a specific investment in a company is doing, how an overall fund is doing, how a specific partner is doing, and how the overall portfolio is doing.

This Coda doc introduces a pretty easy way to keep track of the most important indicators of the portfolio → overall returns, allocation % by fund, and cash-out tracking for specific companies.

Get a view across your entire portfolio in the

Summary⁠

→ by fund, partner, and company.

View the details of a specific company (investments, partner, cash state) in

Companies⁠

⁠

And look at the track record for your

Partners⁠

⁠

Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.