General - Training Videos

Training Videos

Learn better by watching videos? Check out our training videos on different sections of Fund Forecasting.

Basics of Portfolio Construction

• General Section

• Sector Profile

• Allocations

• Fees and Expenses

• Exit Recycling

• Waterfall

• LPs

Working with and Sharing Your Fund Dashboards

• Overview of different sections and construction vs. current forecasts

Portfolio Management

• Adding investments and building performance cases

• Maintaining investments and performance cases

• Extracting insights on portfolio performance

KPI Manager and Advanced Features

• Tracking KPIs

• Editing your models for actual fees, expenses, and capital calls.