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

FIG.01

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 · portfolioThe whole book

Investments template on Cordango showing portfolio value, invested and gain across all holdings

FIG.02

A closer look.

ventures · holdingsEvery holding

Holdings list in the Investments template on Cordango with invested, current value, realized and multiple per company

ventures · returnsMultiples & gain

Returns page in the Investments template on Cordango with multiples, gain and return per year by holding

FIG.03

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.