When a portfolio company is sold, proceeds don't always arrive all at once. To ensure your fund reporting matches accounting standards, PortfolioIQ now handles escrows and milestones as distinct workflows:

Escrow: Log delayed holdbacks directly on a Sale transaction as a fixed receivable until cash is collected.

Milestones: Track conditional earn-outs as a dedicated Milestone transaction. Book estimated values upfront and re-adjust over time as outcomes develop.