Your whole financial life. One private screen.

FRIDAY, OCTOBER 30Your Name

Net worth$48,216,400▲ $2,904,100 (6.4%) this year

Cash today$3,142,800Across 6 accounts

Income this year$21,740,00082% of $26.5M goal

Invested capital$31,450,00014 positions

Portfolio net IRR14.2%1.6x MOIC

Cash flow · last 12 monthsNet +$4.6M

Money inMoney out

Allocation vs. target

Public markets38%target 35%

Private investments27%target 30%

Real estate21%target 20%

Cash9%target 10%

Other5%target 5%

TOP HOLDINGSVALUEIRRMOIC

Global equity mandate$11,820,0009.8%1.3x

Growth fund III$6,410,00021.4%1.9x

Multifamily portfolio$5,980,00012.6%1.5x

Sports franchise stake$4,250,00017.1%1.8x

Series B, consumer tech$2,300,000−4.2%0.9x

COMING UP

Nov 15Endorsement payment+$1,500,000

Dec 1Capital call−$250,000

Dec 15Club salary+$1,120,000

Jan 15Estimated tax · Q4−$1,180,000

Illustrative figures

PRIVATE BY DESIGN

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EVERY CHANGE RECORDEDA complete history of who changed what, and when.

SEE IT FOR YOURSELF