# Investments: a portfolio tracking template (a Carta-style alternative)

> A ready-made investment tracker on Cordango. Holdings with every cheque, valuation marks, distributions, multiples and return per year, plus portfolio and cash flow views. Install it and make it yours.

Source: https://www.cordango.com/templates/investments/
Language: en

INV

TEMPLATE

# Investments

Track every investment you hold. What went in, what it is marked at today, what came back and what it returned.

Finance by Cordango Works like Carta

[Get this template →](https://www.cordango.com/contact/) [All templates](https://www.cordango.com/templates/)

## What it does.

Know where every euro went and what it is worth now. Each holding carries its cheques, its valuation marks and the cash that came back, and the multiple works itself out from those records instead of a spreadsheet someone updates by hand.

-   HOLDINGS One record per company with sector, stage, ownership and status
-   CHEQUES Every investment logged with round, instrument and date
-   MARKS Valuation history kept, so the current mark has a reason behind it
-   CASH BACK Distributions and exit proceeds recorded against the holding
-   RETURNS Multiple, gain and return per year calculated from the records
-   PORTFOLIO Value, invested and gain across the book, live

ventures · portfolio The whole book

![Investments template on Cordango showing portfolio value, invested and gain across all holdings](https://www.cordango.com/assets/templates/ventures-portfolio.png)

## A closer look.

ventures · holdings Every holding

![Holdings list in the Investments template on Cordango with invested, current value, realized and multiple per company](https://www.cordango.com/assets/templates/ventures-holdings.png)

ventures · returns Multiples & gain

![Returns page in the Investments template on Cordango with multiples, gain and return per year by holding](https://www.cordango.com/assets/templates/ventures-returns.png)

## Part of your company, not another silo.

Every template lands on the same secure core. The people in Investments are the same directory as the rest of your apps, so the data lines up instead of living in yet another login.

-   CORE One company directory shared across every app
-   ROLES Real roles and permissions from the first day
-   AUDIT A field-level history on every change
-   EU EU hosting by default, not an upsell
-   SHAPE Change a field, a rule or a screen by describing it

MORE 

## More templates.

![Employees app template preview](https://www.cordango.com/assets/templates/people-team.png)

HR

## Employees

HR by Cordango

The employee file your company runs on. Records, onboarding, time off and org insights.

Works like HiBob

→ https://www.cordango.com/templates/people/

![Projects app template preview](https://www.cordango.com/assets/templates/project-board.png)

PM

## Projects

Tooling by Cordango

Plan and track delivery across projects. Tasks, sections, a board, a timeline and cost rollups.

Works like Asana

→ https://www.cordango.com/templates/project/

![CRM app template preview](https://www.cordango.com/assets/templates/crm-board.png)

CRM

## CRM

Sales by Cordango

Move deals through a pipeline board with a weighted forecast and a follow-up on every open deal.

Works like Pipedrive

→ https://www.cordango.com/templates/crm/

![Helpdesk app template preview](https://www.cordango.com/assets/templates/helpdesk-queue.png)

HD

## Helpdesk

Support by Cordango

One queue for every request. Intake forms, assignment, a triage board and resolution times you can see.

Works like Zendesk

→ https://www.cordango.com/templates/helpdesk/

NEXT

## See it on your company.

Watch Cordango stand up a company and load Investments with your own people and data, live, in about 30 minutes.

[Book a demo →](https://www.cordango.com/contact/) [All templates](https://www.cordango.com/templates/)