---
title: How does Rundit generate investment metrics?
description: Learn how you could use Rundit to generate investment metrics, displayed both at company and fund level
---
[Skip to content](https://support.rundit.com/how-does-rundit-generate-investment-metrics#main-content)
[Submit a ticket](https://support.rundit.com/kb-tickets/new?hsLang=en)
[](https://rundit.com/?utm_source=supportcenter)
- [Support Center Homepage](https://support.rundit.com/)
Open main navigation
Close main navigation
- [Support Center Homepage](https://support.rundit.com/)
- [Submit a ticket](https://support.rundit.com/kb-tickets/new)
- [Sign in to Rundit platform](https://app.rundit.com/#/login)
[Sign in to Rundit platform](https://app.rundit.com/#/login)
Welcome to Rundit Support Center
- There are no suggestions because the search field is empty.
1. [Support Center](https://support.rundit.com/?hsLang=en)
2. [Functionalities](https://support.rundit.com/functionalities?hsLang=en)
3. [Investment data](https://support.rundit.com/functionalities?hsLang=en#investment-data)
# How does Rundit generate investment metrics?
## Learn how you could use Rundit to generate investment metrics, displayed both at company and fund level
From the **Investments** page, you are able to view company and fund level investment metrics. Click the **Settings**icon to select which metrics you'd like to be displayed.
- **Invested amount:** The sum of all the investments
- **Ownership:** Calculates your ownership based on total number of shares in the company and shares owned by the fund.
- **Gross IRR** **(Gross internal rate of return):** Uses the same calculation as XIRR in Excel. It takes all transactions with dates and calculates the value. As a final transaction it uses current fair value (if you would exit today, what would be IRR).
- **Multiple** **(Gross TVPI):** (Fair value + total cash realized) / total invested amount
- **ROI** **(Return on investment):** (Fair value + total cash realized - total invested amount) / total invested amount x 100.
- **Total cash realized:** All realizations (Loan repayments including interest at the moment, dividends, other realizations, exits, insolvency).
- **Fair value:** Default calculation takes value of unrealized equity based on the latest price per share, face value of unconverted notes, and face value of other investments.
- **Fair value + Total cash realized:** The sum of fair value and total cash realized
- **Number of investments:** The number of investments (minus transactions). Doesn't take into account realizations or state updates.
- **Valuation:** Total number of shares outstanding x Price per share
- [Rundit for Investors - Get started](https://support.rundit.com/rundit-for-investors-get-started?hsLang=en#main-content)
- [Investors](https://support.rundit.com/rundit-for-investors-get-started?hsLang=en#investors)
- [Account settings](https://support.rundit.com/account-settings?hsLang=en#main-content)
- [User Settings](https://support.rundit.com/account-settings?hsLang=en#user-settings)
- [Organization Settings](https://support.rundit.com/account-settings?hsLang=en#organization-settings)
- [Users & Funds](https://support.rundit.com/account-settings?hsLang=en#users-funds)
- [Currency Settings](https://support.rundit.com/account-settings?hsLang=en#currency-settings)
- [Subscriptions](https://support.rundit.com/account-settings?hsLang=en#subscriptions)
- [Security](https://support.rundit.com/account-settings?hsLang=en#security)
- [Functionalities](https://support.rundit.com/functionalities?hsLang=en#main-content)
- [Portfolio monitoring](https://support.rundit.com/functionalities?hsLang=en#portfolio-monitoring)
- [Investment data](https://support.rundit.com/functionalities?hsLang=en#investment-data)
- [Investments Overview Dashboards](https://support.rundit.com/functionalities?hsLang=en#investments-overview-dashboards)
- [Export data](https://support.rundit.com/functionalities?hsLang=en#export-data)
- [Company profile](https://support.rundit.com/functionalities?hsLang=en#company-profile)
- [Comments](https://support.rundit.com/functionalities?hsLang=en#comments)
- [Company reports](https://support.rundit.com/functionalities?hsLang=en#company-reports)
- [Portfolio activity](https://support.rundit.com/functionalities?hsLang=en#portfolio-activity)
- [Global fund and currency selector](https://support.rundit.com/functionalities?hsLang=en#global-fund-and-currency-selector)
- [Capital allocation](https://support.rundit.com/functionalities?hsLang=en#capital-allocation)
- [Company custom ID](https://support.rundit.com/functionalities?hsLang=en#company-custom-id)
- [Industry](https://support.rundit.com/functionalities?hsLang=en#industry)
- [Labels](https://support.rundit.com/functionalities?hsLang=en#labels)
- [Currency Settings](https://support.rundit.com/functionalities?hsLang=en#currency-settings)
- [Interactive Fund Report](https://support.rundit.com/functionalities?hsLang=en#interactive-fund-report)
- [Fund Management](https://support.rundit.com/functionalities?hsLang=en#fund-management)
- [AI Toolbelt](https://support.rundit.com/functionalities?hsLang=en#ai-toolbelt)
- [Dashboards](https://support.rundit.com/functionalities?hsLang=en#dashboards)
- [Rundit for Portfolio Companies - Get started](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#main-content)
- [Investor reports](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#investor-reports)
- [Getting started](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#getting-started)
- [Investor groups](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#investor-groups)
- [Metrics](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#metrics)
- [File storage and sharing](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#file-storage-and-sharing)
- [Troubleshooting](https://support.rundit.com/troubleshooting?hsLang=en#main-content)
- [Google Sheet integration](https://support.rundit.com/troubleshooting?hsLang=en#google-sheet-integration)
- [Email issues](https://support.rundit.com/troubleshooting?hsLang=en#email-issues)
- [Metrics](https://support.rundit.com/troubleshooting?hsLang=en#metrics)
- [Reporting reminder](https://support.rundit.com/troubleshooting?hsLang=en#reporting-reminder)
- [Navigation](https://support.rundit.com/troubleshooting?hsLang=en#navigation)
- [Interactive LP report](https://support.rundit.com/troubleshooting?hsLang=en#interactive-lp-report)
- [Investments](https://support.rundit.com/troubleshooting?hsLang=en#investments)
- [FAQs](https://support.rundit.com/faqs?hsLang=en#main-content)
- [Investors](https://support.rundit.com/faqs?hsLang=en#investors)
- [Portfolio Companies](https://support.rundit.com/faqs?hsLang=en#portfolio-companies)
- [Support Center Homepage](https://support.rundit.com/)
[](https://rundit.com/)
Support Center
Copyright © 2026, Rundit