Your Investments Dashboard
Track your commitments, contributions, NAV, and returns across every fund from one place.
The investments dashboard is your home as an investor on PaperOS. It brings your whole investor journey –from reviewing new opportunities to accessing your K1's— into a single view at "Investments".
Where Each Step of the Investor Journey Lives:
Deal Intake: review pre-close opportunities in the "Open Deals" category
Due Diligence: open a fund's reporting room from "Fund Holdings" to review documents
Compliance: complete identity and accreditation checks during onboarding before you can subscribe
Closing: review and sign your subscription documents
Capital Calls: see called and upcoming capital in "Capital Events"
Reporting: track performance in the KPI category and find your tax documents
The KPI category shows 6 categories: Committed, Contributed (% drawn), Distributions, NAV (as of date range), MOIC, and Net IRR. These categories each give you details, such as Capital Allocation, Recent Activity, Fund Holdings,