Portfolio Summary

The Portfolio menu shows the Portfolio Summary:

The summary screen will show:

Company Name		Can be edited via Investment Status > Overview tab within the Company Info panel
Company CEO
Investment Thesis	EV at Acquisition	Can be edited via Investment Status > Overview tab within the Investment Thesis panel
	Expected EV at Exit
	Expected Multiple	Calculated by Untap: ((Expected EV / EV at Acquisition) - 1)
Investment Performance	Current EV	Calculated against the Valuation Formula From the Investment Status > Overview tab
	Company Result Status	Calculated using the configuration set at the top level of the Value Creation Plan (VCP). Objectives from the VCP are selected and a weighting is set to monitor the performance of the VCP strategy.
	Execution Status	Calculated against the progress of Objectives (shared with the Portfolio) From the Investment Status > Overview tab.

*EV = Enterprise Value

Double click on a company to go to the Investment Status > Overview tab.