Company estimated value now available for investment firms

Companies can share the estimated value of equity awards with their holders, and until now firms did not get that view. Firm portfolios now show it too.

  • Find the new Company estimated value tab on a company's Valuations tab, next to ASC 820 and 409A

  • See the total value of your firm's awards in that company across the funds you can access

  • Use the color bar and rows to see awards that are exercised, settled, allocated, vested and vesting

  • Click any value to see the math, down to each grant

This applies to investment firms with options, profit interests or other awards in companies that share estimated value.

Questions or feedback? We would love to hear them in the comments.