Every person within a firm wants to look at portfolio data differently. The Overview page now lets you build your own view.

Layout: Add, remove, and rearrange sections - Metrics, Company Health, Valuations, Funding, Holdings, Notes, and more. Keep what you use, hide what you don't.

Summary bar: Choose which investment KPIs appear at the top, from MOIC and IRR to Ownership and Last Post-Money Valuation. Reorder to match how you think about a company.

Company Health: Choose from 30+ operating metrics to surface the ones that matter most to your firm. Set the frequency, monthly, quarterly, or yearly and arrange them the way you like.