December 28, 2023
Product Features
Investor Dashboard
The Investor Dashboard allows Investment Sponsors/GPs to track and display investment performance information to their Investors/LPs on their Dashboard.
Investment information is displayed to Investors/LPs in two sections:
Number of Investments Made, Total Invested Capital, Number of Active Investments, Active Invested Capital, Number of Exited Investments, Exited Invested Capital
Note: These sections are always displayed to Investors/LPs to provide an overall summary of their total number of investments.
Fair Market Value (FMV), Multiple on Invested Capital (MOIC), Internal Rate of Return (IRR)
Note: These sections are only displayed with the Investment Sponsor/GP sets Show Multiple on Invested Capital = Yes.
The settings that influence the presentation of the Dashboard to Investors/LPs are found within the Organization Info area, which allows the Investment Sponsor to set Entity Status (Active or Exited), Multiple on Invested Capital (MOIC), Effective Date of the MOIC, and whether to Show Multiple on Invested Capital (Yes/No) on the Investors/LPs Dashboards.
For more information on how information is displayed to Investors/LPs on their Dashboard, please see the Investment Information section of the User Guide.
Additional Enhancements & Bug Fixes
- Updated the Verivend Terms & Conditions modal to make it clearer to end users that the terms and conditions apply only to the Verivend platform and not to investment sponsors or investment decisions/information.
- Fixed an issue with the "Recipient" dropdown not returning all results when adding a new Announcement to a Deal.