Direct & co-investments, now easier to track

Direct and co-investments now get the same level of care as your fund positions:

• One place for every event: log an investment, a valuation update, or a distribution against a direct holding, each dated and noted.

• Alongside your fund positions: direct holdings will show up in Investment Profile, Position, Activity, and Allocation views right next to everything else you hold.

• Built for how these actually work: since there's no PCAP or capital statement for a direct deal, you enter and keep the numbers current yourself, whenever an update comes in from the company.