Venture Capital Portfolio Tracker

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

About this doc

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.

Key features

About the Maker

Matt Hudson

Product manager at Coda and father of two young boys (that I'd like to manage out of a Coda doc)...

@matthudson|Matt's templates

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