Private Attributes

A Private Attribute is a custom tag only visible to your fund. It allows you to consistently categorise and track investments for internal analytics. Common examples include:

• Assigned Portfolio Manager

• ESG Category

• Internal Team

• Impact Rating

These attributes improve visibility across your portfolio and streamline internal workflows.

When to use Private Attributes

Use them when you want to:

• Organise investments by internal categories

• Track fund-specific data not shared with companies

• Filter or sort portfolio views

Follow this demo below on how to add and assign private attributes

Deleting a Private Attribute

• Click Delete on the line item.

⚠️ WARNING: Deleting an attribute will permanently erase all associated data

Best Practice Example

A fund uses a Private Attribute called "Owner" (Flexible List) to assign each investment to an internal team member.

Another attribute called "Theme" (Fixed List) categorizes companies by investment mission.