How are deals tracked post investment?


Investors have access to our SPV LP Portal. All financial information about an investor's deals, cost basis, current valuation, and other metrics and data are available via the LP portal.

We have designated members who act as Portfolio Managers. These Portfolio Managers, along with the Deal Leads continue to track the progress of portfolio companies and follow up with companies at least once per quarter. When we have information rights we follow up with the company to ensure they send financial reports, business reports and etc. We always communicate to the company that we want to be informed of follow on financing, even when we have pro rata rights.