Example of the Investment Status screen:
The summary boxes will remain at the top of the Investment Status screens, regardless of which tab is being viewed. Click on a summary box to show a detailed breakdown.
|The Company Result Status shows the performance of
the strategy set up in the Value Creation Plan (VCP).
The Objectives and Weighting shown in the list
are configured at the top level of the VCP.
||The Execution Status shows the Progress % of the Actions.
Click on the S Curve to see details of the Actions
and Investment Values (if applicable).
Note: Untap will calculate the %, where Actions are weighted
automatically in the background based on their duration.
|Objectives need updating
||Objectives need updating will show any Objectives where the actual values for the KPI Targets have not been entered for the last period.|
|Changes to Targets
||This box will make you aware if an Objective shared with the Portfolio has had the KPI Targets changed after being published.
Click on a tab below to find out more:
The Overview tab is broken down into several sections:
Displays basic information about the Company.
*Number of employees is the total shown on Company > Admin > Company Users
(Total includes Inactive users)
Click the pencil icon to edit the Company Name, CEO, Sector, HQ Location, Currency or Website address:
Note: These details can also be edited via Company > Information > Overview via the Details section.
This section will show Enterprise Value (EV) information alongside Valuation / Multiples:.
Click the pencil icon to edit the EV or exit year information:
The Valuation Formula can be updated from the Investment tab.
Executive Team (Board Members):
Click on the + plus icon to add people to the Executive Team.
If you create a new user a pop up box asks you to fill in some details:
Click the pencil icon to edit an existing team member's Position or Incentive Plan.