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Funds & fund operations

Short answer: Funds lists every vehicle with strategy, vintage, raised, NAV, DPI and TVPI — the Data tab adds strategy filter chips, search, sorting, and 24-month trend sparklines.

Funds lists every vehicle with strategy, vintage, raised, NAV, DPI and TVPI — the Data tab adds strategy filter chips, search, sorting, and 24-month trend sparklines.

The box-and-whisker chart shows return dispersion by strategy; the risk/return bubble sizes each fund by capital raised. Right-click two fund rows and choose Add to comparison for a side-by-side.

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Applies to: firm teams · Section: For admins · Updated 2026-10-14