Your Private Company Holdings
You can get all the information you need about your private investments, with a single, easy-to-use dashboard. This data can be shared with a fund administrator or an auditor, and can even be used as the basis for a full audit. If there’s pertinent information about your portfolio, it’s on Shoobx. Even if those companies aren’t yet on the platform, you can interact with company data, including:
- Portfolio view with holdings details
- Ownership summary and total investment
- Storage for all important documents
Analytics and Exit Scenario Modeling
Shoobx doesn’t just give you access to in-depth information about your current holdings; we give you the tools you need to plan ahead. Our analytics capabilities include:
- Modeling and tracking multiple exit scenarios
- Visualizing additional investment and outcomes
- Internal Rate of Return and Cash-on-cash calculations
Fund Performance Tracking
Use Shoobx to capture information about your funds to see key metrics, like Disbursements to Paid-in-Capital, Total Value to Paid-in-Capital, and Internal Rate of Return for each fund.
Individual Company Records
Click on any company in your portfolio to get detailed information, including valuation history and financials, company timeline, links to documents, and any notes you’ve added. If the company is using the Shoobx platform, the data can be automatically updated. Company Profiles can be exported as PDFs at any time to make reporting to your limited partners easy.