What is the "Portfolio Analysis" section?

The Portfolio Analysis section gives you a view of your portfolio from a company-first perspective including insights on investment allocations and industry breakdowns that may be helpful to your investment decisions on FundersClub.

The company's Gross Value represents the total estimated value of all underlying company investment holdings, excluding any fees, markdowns, and carried interest withholdings incurred at the fund level. These numbers are estimates only, and may have no correlation to actual returns. Learn more about how FundersClub calculates the estimated value of investment holdings.

The Portfolio Analysis section will become available once FundersClub updates financial data. This may take up to 3-4 months after your first investment. Learn more about how often FundersClub updates data.