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.

Last updated