Net Asset Value can be displayed in your holding for your investors to view in their Investor Portal. Learn How.
What is Net Asset Value?
it’s an updated estimation of the current value of your investment. For example, if you invested $200k in an asset that has increased by 10%, your share in the investment is now worth
more than the original $200k. The Net Asset Value represents this new value.
How do I add Net Asset Value in the Covercy GP Platform:
1. In Edit Asset / Fund configure the new Estimated Market Value
2. In Edit Asset / Fund also configure the Loan details if applicable.
3. . Lastly turn on the “Display net asset value” in the holding’s “More settings” tab
4. The Net Asset Value is now shown on both the tiles and within the holding.
