How can I filter the list of investments?

To filter the list of investments on your Portfolio Dash, click the "Filter" button at the top of the table.


You can filter by the Lead, Investment Entity, Status, Vintage (Year), Market, Round, Note, Invested Amount, Multiple, Investment Type, and Deal Source.



You can also export the list to csv and filter in your choice of spreadsheet management tools. To do this, you would click on "Export CSV" at the top of the table.


Example: If you wanted to select all investments into a Rolling Fund, you would select "Investment Type" in the drop-down menu and then select "Rolling Fund". Once you finished, all Rolling Fund investments will appear.


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