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

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Originally published in the Tactyc newsletter on May 22, 2023.