Capboard's Portfolio feature is designed specifically for investors and funds to manage their portfolios and cap tables seamlessly in one place. With a focus on real-time performance tracking and enhanced financial analysis, this feature streamlines the management of investments, making it easier for investors to stay on top of their portfolios. Here’s what you can expect from this powerful tool:
New Portfolio View: A Consolidated Snapshot
The Portfolio View provides a comprehensive, consolidated overview of all your investments. This feature is designed to be both intuitive and detailed, offering key metrics and performance indicators for each company in your portfolio. With this centralized view, investors can quickly understand how their entire portfolio is performing, helping them make informed decisions at a glance.
Totals in Editable Currency
Capboard recognizes the global nature of investing, and the editable currency option makes it easy to adapt the platform to your specific needs. Whether you’re investing in different markets or want to see your portfolio in your preferred currency, this feature allows you to view the total value of your investments in any currency of your choice. This customization adds flexibility, ensuring that investors can analyze their portfolios in a way that aligns with their financial strategies.
Sort by Column for Easy Organization
Managing multiple investments can be challenging, but with Capboard’s sort by column feature, investors can organize and prioritize their portfolio data with ease. Whether you want to sort by company name, investment amount, current value, or return on investment (ROI), this feature allows for quick, customizable views. It helps investors identify top-performing investments and flag underperforming ones, enabling more strategic decision-making.
Streamlined Portfolio Management with Deep Insights
Capboard’s Portfolio feature is designed to simplify portfolio management while providing deep financial insights. From real-time performance tracking to the ability to customize views and organize data efficiently, investors now have everything they need to manage their investments in one place.
Capboard goes beyond simple cap table management, offering investors the tools they need to track, analyze, and optimize their portfolios effortlessly. With these new features, managing your investments and making informed financial decisions has never been easier.
Testimonial
"Managing multiple companies and equity structures across our portfolio used to be a challenge. With Capboard, we’ve streamlined everything from cap tables to investor relations. The platform’s flexibility allows us to manage our various ventures with ease, and the Investor Reporting tool together with the Virtual Data Room has been a game-changer for organizing investor updates and sharing documents securely."
