Managing Your Portfolio

Phase 4 — Portfolio Management

Your investor dashboard becomes your command centre.

Dashboard Features

Holdings Overview

• Total invested

• Current valuation

• Portfolio performance

• Diversification by stage & sector

Token Breakdown

Each investment includes:

• Token count

• Average purchase price

• Current market price

• Unrealised gains/losses

Founder Updates

Receive quarterly updates containing:

• Revenue

• Product developments

• KPIs

• Milestones

• Commentary on challenges

These updates feed into the valuation model for liquidity windows.