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LLC Overview
Deal Pipeline
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Fund totals (LLC)
LLC Portfolio detail
DealStatusTotal InvestedTotal Returned Your InvestedYour Returned
Private Investments
DealStatusTotal InvestedTotal Returned Your InvestedYour Returned
All Investments (LLC + Personal)
CategoryTotal InvestedTotal Returned Your InvestedYour Returned

Click any deal for the full member split, entry valuation, and notes. Unrealized positions are carried at cost (the tracker holds no current marks).

Deal Pipeline
Pipeline metrics
Deals

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LLC Portfolio Overview
Fund performance
Portfolio by Status
All LLC Deals
DealSectorStatusTotal InvestedTotal Returned Net InvestedMOIC

Firm-wide view of all LLC investments. MOIC = (returned + current value) / invested. Unrealized deals shown at cost.

Deal Metrics & Analytics

Pipeline Funnel

Submitted
Under Discussion
Funded
Passed

Sector Breakdown

Member Engagement

Activity based on pipeline deal voting

Recent Pipeline Activity

Deal Sector Status Submitted
Expenses
Summary
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DateExpenseCategoryAmountEntered ByReceipt

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Filter by Entered By to see just your own. Export CSV gives your tax preparer the filtered set with receipt links.

Tax Documents
Summary
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YearDocumentCategoryRelated DealAddedFile

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K-1s received from portfolio deals, the LLC's own returns and state filings, and formation documents. All members can view everything here.