InvestPort
Secure Investor Access Portal
Dashboard Overview
Total Portfolio Value
$24.5M
ROI
18.3%
Active Investments
12
Cash Available
$2.8M
Portfolio Performance
Recent Updates
New Investment: Tech Corp
Series B Round • $2.5M
2 hours ago
Quarterly Report Available
Q3 2023 Performance
1 day ago
Upcoming Exit: Bio Solutions
Expected Return: 3.2x
3 days ago
Upcoming Events
Investor Meeting
Dec 15, 2023
Annual Report Release
Dec 31, 2023
Dividend Distribution
Jan 15, 2024
Portfolio Insights
Portfolio Distribution
Technology
45%
Healthcare
30%
Finance
25%
Quick Stats
Total Companies
12
Avg. Holding Period
3.5 yrs
Total Investment
$24.5M
Portfolio Companies
Tech Corp
Technology
Health Solutions
Healthcare
Fintech Pro
Finance
Reports & Documents
Financial Reports
Recent Reports
| Report Name | Type | Date | Size | Action |
|---|---|---|---|---|
|
Q3 Financial Summary |
Financial | Oct 15, 2023 | 2.5 MB | |
|
Annual Tax Statement |
Tax | Oct 10, 2023 | 1.8 MB |
Communication Hub
Investment Update
Portfolio Team
New quarterly performance report available for review...
Important Announcement
Management Team
Upcoming investor meeting scheduled for next week...
Recent Notifications
New Report Available
Q3 2023 Performance Report is ready for download
1 hour ago
Upcoming Event
Annual Investor Meeting - Dec 15, 2023
3 hours ago
Dividend Payment
Q4 dividend payment processed
1 day ago
Notification Settings
Investment Analysis
Portfolio Performance
Total Return
+24.5%
Risk Score
3.2
Alpha
1.8
Risk Assessment
Sector Distribution
Geographic Distribution
Investment Metrics
| Metric | Current | Previous | Change |
|---|---|---|---|
| Sharpe Ratio | 1.82 | 1.65 | +0.17 |
| Beta | 0.85 | 0.92 | -0.07 |
| Volatility | 12.4% | 13.8% | -1.4% |
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SAP
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