Vyzer’s Commitments Overview and Commitments Report provide an efficient way to track and analyze your uncalled capital, invested capital, and overall commitments across your portfolio.
Commitments Overview
The Commitments Overview allows you to:
Review assets with capital calls.
See detailed breakdowns of uncalled capital, total commitment, and invested capital at a glance.
Viewing and Filtering Capital Commitments
The Capital Commitments filter helps you view and organize commitments that are In Progress or Completed across your portfolio.
To customize the displayed information, follow these steps:
Click on “Filters” at the top of your dashboard.
Navigate to the Capital Commitments filter and select “In Progress” or “Completed” to refine your view.
Adding and Adjusting Metrics
Adjust Metrics:
Click Adjust below your dashboard to open the Adjust Data Layers panel.
Select Metrics to Display:
Choose from the available options:
Total Committed Capital
Next Capital Call ($ or Date)
Called Capital
Called Capital (%)
Uncalled Capital
Apply Changes:
Click Apply to update the list with your selected metrics.
This feature ensures you can quickly tailor your view, focusing on the data that matters most for better tracking and preparation.
Generating a Capital Call Commitments Report
To create a clear, visual PDF summary of your capital commitments, follow these steps:
Navigate to the Reports Section:
On the dashboard, find the left panel menu and click Reports.
Select the Commitments Report:
Choose Commitments Report to generate a detailed summary.
Choose Your Entity:
Select a specific entity or choose All to include all relevant data.
Create and Download:
Click Create to generate and download the PDF report.
The report will give you a clear, professional visual breakdown of called and uncalled capital, helping you make better tracking and planning decisions.
Private market investors often juggle multiple commitments across funds, making it challenging to keep track of what’s outstanding and what’s next. These features are designed to streamline your capital management process, saving time and enhancing visibility into your commitments:
Quickly assess your current commitments and uncalled capital status.
Stay prepared for upcoming capital calls.
Streamline decision-making with a clear, real-time view of all on-going and completed commitments.
These tools simplify commitment tracking, ensuring you stay ahead and manage your portfolio with confidence.
Try it out today and experience a more efficient way to manage your investments!