WCAS - Firm Platform

Portfolio Overview

Welcome back

Latest

Portfolio Value Over Time

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($-millions)

Recent Activity

PortfolioPartnership

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Active Funds

Reporting Announcements & Company Updates

No company updates yet. Updates submitted through the QPR process will appear here.

Calendar

Technology Portfolio

Technology

Latest

Overview Transactions Fund Metrics Fund Carry Operating Metrics Exit Projections Market Data

Top Holdings by Carrying Value

($-millions)

Portfolio Value Over Time

($-millions)

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Summary of Investments

Invested By Year

($-millions)

Gross IRR Over Time

Gross IRR

Net IRR Over Time

Net IRR

MOIC Over Time

MOIC

DPI Over Time

DPI

Top 10 Companies by Distributions

Portfolio Company Revenue & EBITDA Growth

3-Year Historical + 2-Year Projected

Exit projections coming soon — projected exit proceeds, timing & method by company

Comparable Company Data

S&P Capital IQ

Carry by Deal & Year

($-millions)

Cumulative Carry Over Time

All Funds ($-millions)

Carry — Time Zero Alignment

Align:

Top 10 — Carry Generated

Historical actuals

Top 10 — Carry Projected

Forward estimates

Carry Projection Accuracy

Projected vs Actual over time

Healthcare Portfolio

Healthcare

Latest

Overview Transactions Fund Metrics Fund Carry Operating Metrics Exit Projections Market Data

Top Holdings by Carrying Value

($-millions)

Portfolio Value Over Time

($-millions)

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Summary of Investments

Invested By Year

($-millions)

Gross IRR Over Time

Gross IRR

Net IRR Over Time

Net IRR

MOIC Over Time

MOIC

DPI Over Time

DPI

Top 10 Companies by Distributions

Portfolio Company Revenue & EBITDA Growth

3-Year Historical + 2-Year Projected

Exit projections coming soon — projected exit proceeds, timing & method by company

Comparable Company Data

S&P Capital IQ

Carry by Deal & Year

($-millions)

Cumulative Carry Over Time

All Funds ($-millions)

Carry — Time Zero Alignment

Align:

Top 10 — Carry Generated

Historical actuals

Top 10 — Carry Projected

Forward estimates

Carry Projection Accuracy

Projected vs Actual over time

Active Fund Performance

Funds

Latest

Funds Overview Transactions Fund Metrics Fund Projections Fund Carry

Invested By Year

($-millions)

Gross IRR Over Time

Gross IRR

Net IRR Over Time

Net IRR

MOIC Over Time

MOIC

DPI Over Time

DPI

Deployment Pace

Capital Called & Equity Invested as % of Commitments

XII CalledXIII CalledXIV Called

Top 10 Companies by Distributions

Carry by Deal & Year

($-millions)

Cumulative Carry Over Time

All Funds ($-millions)

Carry — Time Zero Alignment

Align:

Top 10 — Carry Generated

Historical actuals

Top 10 — Carry Projected

Forward estimates

Carry Projection Accuracy

Projected vs Actual over time

Fund Detail

Fund

Funds

Latest

Overview Transactions Fund Metrics Fund Projections Market Data

Top Holdings By Gain

($-millions)

Portfolio Value Over Time

($-millions)

⚙

Summary of Investments

Invested By Year

($-millions)

Gross IRR Over Time

Gross IRR

Net IRR Over Time

Net IRR

MOIC Over Time

MOIC

DPI Over Time

DPI

Top 10 Companies by Distributions

Market data coming soon — public comparables, sector multiples, transaction benchmarks for this fund's holdings.

All Portfolio Companies

Companies

Reporting & Workflows

Reporting

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Quarterly Valuation

Manage the end-to-end quarterly valuation process. Track submissions, approvals, and sign-offs across the portfolio.

Coming Soon

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QPR (Quarterly Performance Review)

QPR workflow — deal teams submit company updates, finance reviews and consolidates for the quarterly report.

Coming Soon

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Upload Investment Summary

Upload quarterly Investment Summary Excel files from the fund admin. Transactions and FMV data are loaded into the data warehouse automatically.

Ready

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Upload Calls & Distributions

Upload the Schedule of Capital Calls & Distributions Excel file to track LP cash flow activity.

Ready

Data Warehouse

No data loaded yet. Upload Investment Summary files above to populate the warehouse.

Resource Group

Active Members

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RG team

Active Initiatives

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Across portfolio

Hours This Quarter

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Total logged

Companies Covered

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Active engagements

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Team & Assignments

Manage Resource Group members, assign them to portfolio companies, and track initiative ownership across the team.

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Time & Activity Tracking

Log hours against initiatives and companies. Track progress on operational improvement goals. Generate quarterly activity reports.

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Staffing & Capacity

View team capacity, balance workloads across portfolio companies, and plan staffing for upcoming initiatives and new investments.

Deal Pipeline

Pipeline

Active Deals

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In pipeline

Under Diligence

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Deep-dive stage

IOI Submitted

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Awaiting response

Closed YTD

—

Completed deals

Deal Pipeline

All active opportunities

Pipeline tracking coming soon. Deal teams will log and monitor the status of prospective investments through each stage of the process.

Back

Overview Detailed Financials Valuation Exit Projections Value Creation Carry Document Library

Key Portfolio Company Updates

No updates yet

+ Add Update

Key Initiatives

Resource Group

No initiatives yet

+ Add Initiative

Value Over Time

($-millions)

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Revenue & Growth

($-millions)

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Key Financial Metrics

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No financial data yet.

+ Add Data Item

Source Documents

No documents uploaded

Activity Log

No activity yet

Detailed Financials

No financial data yet.

+ Add Data Item

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Exit Projections

Projected exit timing, proceeds, and return scenarios will be modeled here. Base, upside, and downside cases with sensitivity analysis.

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Value Creation

Track the value creation plan: revenue growth initiatives, margin expansion, operational improvements, and strategic milestones against plan.

Total Carry Generated

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Cumulative from this deal

% of Fund Carry

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This company’s share

Distribution Events

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With carry component

Distribution & Carry History

Most recent first

All Documents

Upload

📚

No documents yet. Upload files to get started.

Platform Administration

Admin

Reporting Period

Current Reporting Period

—

Change History

Date	Changed By	From	To

Data Items

Data Item	Category	Type	Format	Aliases	Values	Active

Alias Mappings

Alias Name	Maps To	Scope	Auto

Resolve alias

Test how a name resolves to a canonical data item.

Name

Company (optional)

Cash Flow Management

Filters

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Company Logos

Bulk Upload

Click a company to upload or change its logo. For bulk upload, name files to match company names (e.g. "AssistRx.png").

Upload Fund Data

Upload investment summary

Upload quarterly Investment Summary Excel files from the fund admin. Transactions & FMV tabs load into the data warehouse automatically.

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Drop .xlsx here or click to browse

Investment Summary files (Transactions + FMV tabs)

Upload calls & distributions

Upload Schedule of Capital Calls & Distributions.

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Drop .xlsx here or click to browse

Calls & distributions schedule

Upload PME Net Partnership Cash Flows

Upload the quarterly PME file to load net LP cash flows per fund. This powers the local performance engine — IRR, TVPI, DPI computed directly from source data, validated to the penny.

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Drop PME .xlsx here or click to browse

Q4 2025 PME & Net Partnership Cash Flows

Upload Carry Projections

Upload fund projection files to load forecasted carry by deal. The platform reads the "Forecasted Carry By Deal" tab automatically. Select a fund or upload all three at once.

Fund:

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Drop projection .xlsx/.xlsm here or click to browse

Fund projection files with "Forecasted Carry By Deal" tab

Upload Exit Projection Reporting Package

Upload a quarterly Reporting Package to load exit projections from the Exit Projections tab. One snapshot is created per file (XII / XIII / XIV combined), capturing projected investment, realization, and net flows by company.

Projection Name

Reporting Type

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Drop Reporting Package .xlsx here or click to browse

Quarterly Reporting Package files with the "Exit Projections" tab

Upload Provisional Transactions

Parse the Investment Transactions tab from a Quarterly Close Schedule (Summary_of_Qtr_Close_Schedules_*.xlsx). Preview, review, then commit. Provisional rows surface on the home page Portfolio activity feed until the official Investment Summary supersedes them.

Target Quarter (optional — defaults to latest in file)

Replace existing provisionals for same fund+quarter

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Drop Quarterly Close Schedule .xlsx here or click to browse

First parses for preview — no records are written until you click Commit

Manual Provisional Entry

Add a single provisional transaction directly — useful for one-off deal activity captured outside the close schedule.

Company

Fund

Type

Date

Amount ($)

Description (optional)

Active Provisional Transactions

Currently surfaced on the home page Portfolio feed. Retire a row to remove it from the feed (preserved for audit).

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Performance Engine Status

Upload a PME file above to activate the local performance engine.

Portco Data Ingestion

Upload portfolio company documents for automated data extraction, or enter values manually.

0 selected

Tip: select duplicates to clean up

Data Values

Company

Data Item

Company	Data Item	Period	Value	Type	Status	Source	Method	Confidence

Fund Setup

Configure fund parameters. Committed Capital is auto-populated from the C&D file and drives the Deployment Pace chart and % Called/Invested modes.

Performance Cache

Every page load reads IRR, SOI, and fund-metric results from a server-side cache in PostgreSQL. The cache auto-refreshes after every upload. Click below to manually re-prime — useful after a deploy or if a computation looks stale.

Last Cached

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Users

Name	Email	Role	Last Login	Status

Subsector Assignments

Assign portfolio companies to subsectors. This drives the grouped view on the Companies page. Changes take effect immediately.

Company	Fund(s)	Current Subsector	Assign Subsector

Add New Subsector

Create a new subsector category for the selected strategy.

Subsector Name

Portco Document Library

Central file repository organized by portfolio company. Default folders are created automatically when you expand a company. QPRs uploaded through Portco Data Ingestion are auto-filed to the QPRs folder.

Select a company

📚

Select a company and folder from the left to browse documents.

Activity Log

Time	User	Action	Resource	Actions	Details

0 selected

Platform Analytics

Usage tracking for every request to the platform. Owner-only.

0 users active Last 5 min · auto-refreshes every 30s

User	Current Page	Device	Viewport	Session

Total Requests

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Unique Users

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Sessions

—

Avg Response

—

P95 Response

—

Error Rate

—

Devices

Daily Request Volume

Feature Adoption

User Activity

User	Requests	Sessions	Last Active	Primary Device	Top Feature

Response Time Trend

Slowest Endpoints (P95)

Endpoint	Method	Hits	Avg ms	P95 ms	Errors

Hourly Heatmap (Day × Hour)

LowHigh

IP Address Log

IP	Country	City	Org / ISP	Users	Device	Last Seen	Requests

Countries Seen

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Top Country

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Top City

—

Unknown Geo

—

Unique IPs

—

Backfill

Requests by Country

Requests by City

Requests by Org / ISP

Geo Map

No mapped requests yet — install GeoLite2-City.mmdb and run the backfill.

Unknown / Flagged IPs

IPs from countries other than the United States, or with no geo data, are flagged here for quick review.

IP	Country	City	Org	Last Seen	Requests

Engagement Scores

User	Frequency	Depth	Breadth	Overall	Trend	Last Active

Navigation Paths

Session Replay

Pick a session to see its event timeline.

Page Engagement

Client-Side Errors

Message	Type	Count	Users	Pages	Last Seen

Demo Data

One-shot tools for populating the Canvas demo. All actions are idempotent — safe to run multiple times.

Seed Absorb Historical Data

Backfills 8 quarters (Q1 2023 – Q4 2024) of income-statement actuals for Absorb so the Canvas page shows the full 12-quarter trajectory: 3 FY columns, +/− expand button, computed YoY Growth derived rows, and KPI YoY descriptors. Idempotent — already-seeded rows are skipped.

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