Capitally now has a dedicated Private Equity asset type with full LP lifecycle support. Record capital commitments, track capital calls as they draw down your unfunded obligation, handle distributions (including Return of Capital with automatic cost basis adjustments), and update fund NAV from quarterly statements.
A new PE metrics tab appears whenever you open a Private Equity asset or the Private Equity type view, showing the metrics that define PE performance:
- TVPI — total value multiple (realized + unrealized)
- DPI — cash-on-cash return
- RVPI — residual value still in the fund
- Committed, Paid-In, and Unfunded capital
These work at the individual fund level and across your entire PE allocation — compare funds, vintage years, and see how private equity fits alongside the rest of your portfolio.
Learn how to get started in our Tracking Private Equity guide.
🎩 Private Equity tracking is available on the Captain and Founders plans.