Investment Reports & Period-over-Period Trends

A major update to Monitoring, bringing shareable investment reports, period-over-period trend visibility across every metric, and faster navigation between your portfolio companies and funds.

Investment Reports

The new Investment Reports module lives at /monitor/reports and gives you two new report types out of the box:

• Fund exposure reports — see everything a fund is exposed to, with company-level detail.
• Company exposure reports — see every fund exposed to a given portfolio company, across the organization.

Each report supports a pro-rata / fund-share toggle, so you can switch between your organization's effective exposure and the underlying fund-level view with a single click. Reports are period-specific and shareable, making them easy to drop into IC packs or send to colleagues for a specific quarter.

Change at a Glance

Understanding where your portfolio is going matters as much as knowing where it stands today.

Monitoring metric cards across portfolio, fund, and company views now show period-over-period trend badges out of the box. See at a glance how NAV, TVPI, DPI, and operating metrics moved quarter over quarter — no need to open a detail view, cross-reference two periods, or pull a separate report.

The delta is surfaced wherever the metric lives, so the direction of travel is always visible alongside the number itself.

Navigate Your Portfolio Without Losing Your Place

Moving between portfolio companies and funds used to mean going back to the list. Not anymore.

A new breadcrumb switcher now appears on every fund and company page in Monitoring. Jump laterally to another company in the same fund, or another fund in the same portfolio, without ever returning to the overview.

Keep Your Data Current

The numbers behind your reports, charts, and trend badges can now be updated directly in Monitoring. Company valuations and operating metrics are editable inline and through dedicated edit sheets, and the fund-level Valuation Over Time table is editable too.

Companies that have been written off now carry a dedicated written-off status with a clear red indicator across Monitoring views.

These updates are live now in Monitoring. Book a demo to see it in action.