We’ve made a couple of improvements to Metrics this month, to make your portfolio analytics and reporting faster.
Here’s what’s new:
a. Aggregate metrics across time periods
b. Convert KPIs to your home currency
Too lazy to punch in FX rates? Sync'em seamlessly with our Fixer add-on!
c. Track common investments across funds
Have you ever invested in an asset through multiple funds? If yes, then there's some Christmas cheer for you! Now connect an asset with multiple funds and avoid duplicating underlying data like portfolio metrics.
Also, some existing asset fields such as FD stake, commitment and more are now fund-specific.
d. Onboard new members easily
We built Teams into Fundwave Jcurve to help fund managers, venture partners and portfolio companies colloborate better. It also helps everyone monitor portfolio performance and record investment details at a single secure place.
With this release, we decided to improve the workflow around onboarding new team members. You no longer need to add members to each asset manually. To make onboarding effortless, members with fund access can simply add themselves to an asset with the ‘join’ option.
On capital notices to investors, you can now get the names of the relevant members of your investor's team along-with their official emails.
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