Track Investment Performance
How to monitor and track your startup portfolio performance on NYYU
How Can I Track My Startup Investments?
Monitor your portfolio performance with comprehensive tools, reports, and real-time updates on NYYU
Quick Answer
Yes, you can comprehensively track your startup investments on NYYU. While formal updates are provided annually, our platform offers year-round access to portfolio dashboards, comprehensive reports, analytics tools, milestone tracking, and financial health indicators. You'll have all the insights needed to make informed decisions about your investments.
Your Portfolio Dashboard
Your personalized portfolio dashboard provides a comprehensive view of all your startup investments:
View total portfolio value, individual investment values, and valuation changes over time
Track ROI, unrealized gains/losses, and compare performance against benchmarks
See allocation by industry, stage, geography, and risk profile
Real-time updates on startup announcements, funding rounds, and major events
Tracking Tools & Features
Portfolio Dashboard Features
Your dashboard homepage displays:
- • Total invested capital
- • Current portfolio value
- • Total unrealized gains/losses
- • Number of active investments
- • Portfolio allocation chart
Visualize your portfolio performance over time:
- • Historical valuation trends
- • Investment timeline
- • Sector allocation breakdown
- • Stage distribution
Access key functions directly from your dashboard:
Individual Startup Tracking
Each invested startup has a dedicated page with detailed information:
📋 Company Overview
Mission, team, product description, and current stage
💼 Investment Details
Your stake, investment date, valuation, and terms
📊 Financial Metrics
Revenue, burn rate, runway, and key performance indicators
🎯 Milestones
Progress on stated goals and upcoming objectives
📰 Updates & News
Company announcements, press releases, and achievements
💬 Investor Relations
Contact management team or ask questions
You can favorite startups to receive priority notifications about their updates and performance.
Comprehensive Reporting
Receive detailed annual reports including:
- • Audited financial statements
- • Year-over-year performance analysis
- • Strategic achievements and setbacks
- • Updated valuation assessments
- • Management discussion & analysis
- • Forward-looking projections
Many startups provide quarterly updates on:
- • Revenue and customer growth metrics
- • Product development milestones
- • Hiring and team expansion
- • Market developments
- • Fundraising activities
Generate custom reports filtered by date range, industry, stage, performance, or other criteria. Export to PDF or CSV for your records.
Stay Informed with Real-Time Alerts
Configure notifications for important events:
- • Major product launches
- • New partnership announcements
- • Funding round completions
- • Leadership changes
- • Pivot or business model changes
- • Financial distress indicators
- • Regulatory issues
- • Litigation or legal matters
- • Valuation increases/decreases
- • Milestone achievements
- • Revenue targets hit
- • Runway warnings
- • Annual meeting invites
- • Voting requests
- • Report publications
- • Follow-on opportunities
Key Performance Indicators
Monitor the health and progress of your investments through these KPIs:
- • Monthly Recurring Revenue (MRR)
- • Annual Recurring Revenue (ARR)
- • Gross/Net Profit Margins
- • Burn Rate & Runway
- • Cash on Hand
- • User/Customer Growth Rate
- • Revenue Growth Rate
- • Customer Acquisition Cost (CAC)
- • Lifetime Value (LTV)
- • LTV:CAC Ratio
- • Team Size & Growth
- • Product Development Progress
- • Customer Retention Rate
- • Net Promoter Score (NPS)
- • Market Share
Understanding Update Frequency
While NYYU provides continuous platform tracking, startups typically provide formal comprehensive updates annually because:
Between annual reports, you'll still receive important updates about material events, milestones, funding rounds, and other significant developments through the platform.
Best Practices for Monitoring
Review your portfolio dashboard monthly to stay informed about overall performance and catch any issues early.
Conduct thorough reviews of each startup's progress quarterly, reading all updates and analyzing key metrics.
Track startup progress against their stated milestones and projections from the original investment pitch.
Don't hesitate to reach out with questions. Good startups value active, engaged investors.
Common Questions
Valuation Update Frequency
Startup valuations are updated when:
- New funding round: Valuation adjusts based on the price per share in the new round
- Annual review: NYYU may adjust valuations based on performance and market conditions
- Material events: Major positive or negative developments may trigger valuation adjustments
- M&A activity: Acquisition offers or mergers will update your investment value
Note that startup valuations between funding rounds are estimates. True value is only realized at an exit event (acquisition, IPO, or sale of shares).
Data Export Options
Yes, you can export:
- Portfolio summary: PDF or CSV with all investments and current values
- Individual investment details: Complete history and documentation
- Transaction history: All deposits, investments, and withdrawals
- Tax documents: Year-end summaries for tax preparation
- Performance reports: Custom date ranges and metrics
All exports maintain your privacy and are securely delivered.
Handling Communication Gaps
If a startup fails to provide timely updates:
- Platform notification: We'll flag startups that miss reporting deadlines
- Direct outreach: NYYU contacts the startup on behalf of investors
- Escalation: Persistent silence triggers deeper investigation
- Investor protection: Material issues are disclosed to all investors
You can also contact startups directly through the platform messaging system.
Tax Reporting & Documents
NYYU provides tax-related documents:
- Annual investment summary: For tax filing purposes
- K-1 forms: If applicable for your investments
- Capital gains/losses: When you sell or exit investments
- Transaction records: Complete history for audit trails
Consult with your tax advisor for specific guidance on reporting startup investments.
Related FAQs
Start investing and building your portfolio on NYYU
Learn about risks to monitor in your portfolio
Understand how NYYU ensures quality investments
Learn about investment thresholds and requirements
Still Need Help?
Our team can help you navigate the portfolio dashboard, understand reports, and get the most from our tracking tools.
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