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,