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  3. Investments Overview Dashboards

Investments Overview Dashboards

Learn how to analyze your investments performance at a fund level


In order to access Investments Overview dashboards, you must be a VC admin or a VC member with access to the fund your company is assigned to. 

  • Navigate to APP at the top bar and select Investments Overview page from the left side menu.
    • Select the correct fund(s)at the top of the page.
    • Select either card or a chart from the top right button NEW
    • Create fully customizable charts that you can utilize to visually compare different investment KPIs over time and name the charts as you wish.
    • Display a specific investment metric by adding it as a card to the dashboard. At the bottom of the cards you can see 5-year, 3-year and 1-year growth percentages. 
  • Click the three dots on a chart to adjust the name, display period, metrics you’d like to view and the display type and colour for the metrics.

Read more about investment KPIs here.

Read about return analytics views here.