Performance across reporting dimensions

Fund Forecasting can summarize portfolio performance across multiple reporting dimensions, such as sector, geography, partner, or any custom field. Under Insights > Portfolio Insights, Fund Forecasting will present automatic insights across various dimensions such as:

  • By Entry Round

  • By Geography

  • By Sector

  • By Partner

  • By Board Member

  • By Tags

Reporting Metrics

Furthermore, Fund Forecasting can also summarize across many reporting metrics, such as MOICs, IRRs, Capital Deployed, Reserved, etc. This enables you to quickly answer questions such as:

  • What is the total capital deployed by sector, geography, etc.?

  • What is the best performing sector, geography?

  • Who is our best co-investor? I.e. what is the average MOIC by co-investor?