Concept
Portfolio Monitoring
Portfolio Monitoring is the book of companies the firm already owns.
Dealflow asks whether to invest. Portfolio Monitoring is what happens after you own it. The holding points at the same company record. It does not create a second Northwind Health.
Fair value is calculated in Finance and shown here. This module does not replace the fund’s ledger. ESG metrics are collected in ESG & Impact, even when the request reaches the company through a similar inbox.