Understanding Your Investment Portfolio

This article explains how to use the Investment Portfolio.

What is the Investment Portfolio?

The Investment Portfolio is an interactive tool that summarizes all of your investments in the platform companies—and even lets you visualize your exit scenarios. 

To view your Investment Portfolio, log into the system, and select "My Portfolio" at the top of the Welcome screen.  You can also view your Portfolio from your Dashboard page, by utilizing the dropdown menu on upper right corner that has your initials or picture. 

Investments

For all of the companies on the platform that you have invested in, the Investment Portfolio screen lists the total amount you have invested, shows that break down by company with a pie chart, and lets you see your potential return in the My Exit Scenarios area.

If you have invested through more than one investment vehicle (for example, you made some investments as an individual and some through a fund you manage), you may filter the investments shown via a dropdown menu at the top of the screen.

Each investment is listed individually with the following information:

• Name of Company (this link will bring you to that company's dashboard)
• Employee count
• Investor and investment amount
• Ownership (the date and type of investment)
• Current Valuation
  • Price Per Share (which is based on the original issue price)
  • Estimated value of the company (based on current price per share)
  • Estimated value of investment (based on current Fair Market Value per share) and return ratio
• Exit Scenarios A and B, which you can edit to reflect likely outcomes

My Exit Scenarios

The exit scenarios allow you to set expectations of a company's likely exit. The bar charts show the value of your investments based on the companies current valuation and price per share and two customizable scenarios based on your estimates. The investment amount is included for easy comparison. The system will calculate your estimated return and return ratio for each scenario.

Exit Scenarios A and B can be changed by clicking on the edit icon next to the Company Exit Amount. A new window will open and allow you to enter a predicted Exit Amount, Exit Date, and other relevant information. If no estimate is entered, the current valuation will be used to calculate your investment return.

Note: In order for this tool to be available to you, you must have more than one investment with Shoobx companies. Have questions about this? Email us here.

Additional Resources:

Adding Team Members

Screenshots are for illustrative purposes only.

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