Use the Investor View

Review portfolio companies, values, ownership, and available company information.

Last reviewed: 2026-08-25

Open the Investor View

Top navigation → Investments → Select the investor profile

The Investor View opens the portfolio for the selected individual or institutional investor profile. Select the profile that owns the investment before reviewing its information.

Review the portfolio summary

The overview shows portfolio value, total invested, multiple, and number of investments. You can change the display currency without changing a contract, valuation, or recorded investment.

Review a company

Each company row shows ownership, invested value, estimated value, latest valuation, and net cash flow. Expand a company to see its investment contracts. Use the buttons beside the company to open its reports, documents, or ownership history when they are available.

If an investment is missing

Confirm the active investor profile, investor identity used on the contract, and the contract or issuance status. Duplicate investor identities are a common reason information appears under another profile. Ask a company representative to confirm that the relevant information was made available to your profile.