Portfolio Management

General Navigation

• How do I navigate the LP dashboard?
• What does the status of my investment mean?
• Where do I find my signed investment documents?
• Why is my dashboard empty, even though I made an investment?
• How do I increase my commitment/investment amount?

Taxes & Documents

• How do I update my tax information?
• Why don’t I see any K-1s for my investment?
• Where do I find my tax documents and financial reports?
• Do I need to pay for tax documents (K-1s)?

Valuations & Returns

• How can I see the valuation of my investments?
• How is the multiple / TVPI calculated?
• How is IRR calculated?
• Why can’t I see the net value of my investments?
• How are valuations determined?