Portfolio Concentration Analysis

Portfolio concentration analysis is a common report that summarizes the contribution of each portfolio company to overall fund metrics.
Starting today, Tactyc automatically summarizes and visualizes portfolio concentration across 6 different dimensions:
  • Total Invested to Date
  • Reserves Deployed
  • Planned Reserves
  • Total Expected Investment
  • Unrealized FMV
  • Total Exit Proceeds
Originally published in the Tactyc newsletter on May 22, 2023.