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Venture Capital Portfolio Tracker
Venture Capital Portfolio Tracker
Summary
Companies
Partners
Valuations
Investments
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Venture Capital Portfolio Tracker

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