Overview
The Overview page is the main landing page an Investor sees after loggin in to the portal. This page provides a quick, high-level snapshot of key information so Investors can view recent portfolio activity and navigate to detailed sections
- Summary Tiles
- Interactive Fund Breakdown table
- Composition by Commitment chart
- Documents
- Financials
- Cashflow
- Investments (including Current Opportunities and Active Investments)
TIP: Overview summary tiles order and names may vary based on configuration. Click here to learn more about the Overview Layout.
NOTE: If your GP has assigned any actions for you to complete, upon login you will be presented with these first. You may be able to skip or cancel the required action, depending on how it was set up. In most cases, you will need to complete the action before accessing the Overview page and dashboard.