#portfolio-tracking

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#private-markets #fintech #series-b-funding #investment-templates #asset-management #risk-management
Venture
fromFortune
8 months ago

'Charles Schwab for private markets' Arch raises $52 million led by Oak HC/FT | Fortune

Arch raised $52 million to build a consumer-facing platform that consolidates and simplifies tracking, reporting, and capital workflows for private market investors and managers.
fromClickUp
8 months ago

Free Investment Portfolio Templates to Track & Manage Your Assets

Making investments is a smart step toward securing your financial future, but managing them shouldn't feel like a full-time job (unless it is, in which case, getting organized is still going to be super helpful!). Staying on top of your investments is essential to optimizing your returns over time and understanding what's working and what's not. This habit not only helps you increase savings and reduce debt but also brings peace of mind.
Business
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