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Holdings, value and returns — monitor NAV and MOIC/IRR/DPI/TVPI, re-mark, pace reserves and act on intervention triggers.

Investment Guide: Next: re-mark a holding — record the new valuation · for Northwind Grid AS.
Northwind Grid ASGrid software · climateSource · Accelerator graduateConnected · Market OSTAKE FORWARDIn portfolio
Your portfolio at a glance

Monitor holdings, NAV and returns (MOIC / IRR / DPI / TVPI).

T1
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Holdings, value & returns

Your live portfolio at a glance — what you hold, what each position is worth now, and how the fund is compounding (MOIC · IRR · DPI · TVPI) — so you back winners earlier and catch trouble sooner.

Connect a fund and your live rows fill in here automatically. The tabs above jump to each part of this step; the actions below are the moves you make to complete it.

Orient — nothing to commit here. Follow the Guide to the next action when you're ready.
TALK TO THE PROGRAM — about this sub-step