Viewing Your Holdings

The My Investments dashboard provides a real-time view of your capital deployment and returns.

Dashboard Overview

• Total Invested: The aggregate amount of capital you have deployed across all deals.
• Active Deals: Number of investments that are currently live (not exited).
• Avg Projected IRR: The weighted average return of your portfolio.

Analyzing a Holding

1. Navigate to Holdings Click My Investments in the main navigation.

2. View List or Grid Toggle between List View (for detailed metrics) and Grid View (for visual cards).

3. Filter & Search Use the search bar to find specific deals by name or location. You can filter by Status (e.g., Active, Sold) or Asset Class.

4. Drill Down Click on any deal card to view its full details, including:

   • Recent Updates: News from the operator.
   • Documents: Download K-1s, Subscription Agreements, and Quarterly Reports.
   • Transaction History: A ledger of all your contributions and distributions.