The Accelerator for Investment Portfolio Performance enables a Fund Manager to review a Fund’s performance over time – as well as to drill down into an individual company’s metrics.  Fund Managers can get a grasp of key metrics like a company’s Sales and EBITDA over time, or they can gain qualitative information, like value drivers and a company’s analytical journey through these dashboards. Designed and created by a Tableau Ambassador, this accelerator uses visual best practices and expert-level user design that are tailored to Financial Services and Private Equity decision makers. 

[Get in touch with Lovelytics directly](https://lovelytics.com/our-services/data-visualization/) to find out how they can help you. 

### Answer Key Business Questions
- What is a Company’s Sales and EBITDA over time? 
- What is the valuation of each company within a Fund, and how has that changed over time? 
- What is a Fund’s Committed Capital, and what is the quarterly rate of return? 
- What is the story behind each company and some of their value drivers that make them profitable?

### Monitor and Improve KPIs
- EBITDA
- Sales
- Initial Rate of Return (IRR)
- Multiple of Invested Capital (MoC)
- Committed Capital
- Distribution to Paid-in (DPI)

### Required Data Attributes
Fund Level Attributes
- Committed Capital (Integer)
- Distribution to Paid-in (Integer)
- Gross Initial Rate of Return (Integer)
- Net IRR (Integer)
- Gross MoC (Integer)
- Net MoC (Integer)
- Acquisition Date (Date)
- Business Description (String)
- Company (String)
- Currency (String)
- Current Initiatives (String)
- Fund (String)
- Industry (String)
- Key KPIs Story (String)
- Status (String)

Monthly Attributes
- EBITDA Budget Local (Integer)
- EBITDA Budget USD (Integer)
- EBITDA Local (Integer)
- EBITDA USD (Integer)
- Sales Budget Local (Integer)
- Sales Budget USD (Integer)
- Sales Local (Integer)
- Sales USD (Integer)

Quarterly Metrics
- Third-Party Debt (Integer)
- Capital Leases (Integer)
- Cash (Integer)
- Debt Investment (Integer)
- Debt Other (Integer)
- Equity Invested (Integer)
- Equity Investment (Integer)
- Factoring (Integer)
- IRR (Integer)
- Multiple of Investment (Integer)
- Net Fund Investment USD (Integer)
- Realised Value USD (Integer)
- Revolved (Integer)
- Term Debt (Integer)

Investment Portfolio Performance

Insights into the financial performance of the companies in your investment portfolio