Why do I need to Update Calculations?

Enterprise Accounts need to periodically Update Calculations for their account and investors' accounts, simultaneously, to ensure that all the calculations, including Valuations, IRR, NAV, TVPI, and other key metrics throughout the account, are up to date after entries have been made or modified. After updating, you'll find the new values reflected on the Dashboard, and throughout each section of your account, including Current Investments, Exits & Returns, and Portfolio Analysis.

Just click the Update Calculations button on the header to run the calculations. Fund accounts with more than one fund will first need to select a fund to update. Large accounts may take some time to process on account of the volume of entries.

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