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Portfolio updates are usually a deck written the night before, already weeks out of date, with numbers you can’t check. Actaa gives you the company’s own system, shared on purpose, and a private place to track your position.
01Sharing
They share. You decide what to keep.
Nothing lands in your fund uninvited, and nothing is visible until someone at your firm agrees to receive it.
- 01
Nothing opened by surprise
A share arrives as an empty envelope. Decline it, and nothing was ever read.
- 02
Grouped like a fund
Companies first, with their projects underneath.
- 03
Your own labels
Mark each one as an investment, client or partner. The company never sees it.
02Their numbers
Their real numbers, not their story.
What a company shares comes from the system it actually runs on: the same projects, milestones and reports its own team uses.
- 01
Honest milestones
Milestones show the status the team set, not the one that looks good in a board pack.
- 02
Straight from the ledger
Numbers come from the books the company actually runs on.
- 03
No investor version
There is no separate version of the truth to prepare for you.
03Your position
What you put in stays yours alone.
The company shares with you. It doesn’t get to see what you think your stake is worth.
- 01
Your investment on record
What you invested, the equity it bought and the payment schedule, kept against the company.
- 02
Dated valuations
A dated valuation every time the value changes, with the full history.
- 03
Private to your firm
Visible only to senior people at your firm, never to the company.
04The portfolio
See everything without chasing anyone.
Reports come to you from each company’s real numbers, and the whole portfolio sits in one view.
- 01
One view
Your whole portfolio in one place.
- 02
Fewer update calls
Less chasing, and better decisions.
- 03
Always current
Not a deck put together the night before.
05Ask a question
Ask, and get an answer from what they shared.
Ask a question about anything a company has shared and get an answer from that material, instead of waiting a week for a reply.
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Only what was shared
Answers come from the shared material and nothing else.
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No week-long wait
An answer now, not after the next email thread.
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Ask anytime
Ask on Monday morning, not on the next update call.
06Snapshots
Keep a copy of what you were shown.
Export what you saw, exactly as you saw it, for your investment committee or your records. If a company withdraws a share, its content disappears, but everything you wrote about it stays.
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Exactly as shown
What you were shown, on the day you were shown it.
- 02
Your notes stay
Your notes, valuations and position records stay if a share is withdrawn.
- 03
Your research is yours
The company can’t take back your due diligence.
Stop reading decks. Start reading companies.
The company’s own system, shared on purpose, and a private place to track your position.