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.
Track sales for event sponsorship easily!
Made by Molly
Track all your credit card accounts. The ideal doc for churners!
Made by Rodger
Track your cryptocurrency portfolio.
Made by Oleg
Easily keep your team up to date of investments by fund, partner, and company.
Made by Matt
Budget your DIY hobby easily!
Made by YuBeen
Track and analyze all your utility bills in one place.
Made by Nathan