Organize your data for a more structured analysis.
When uploading your properties, you are required to create your first tier. Tiering is essential for building parent/child hierarchies within your dataset. These hierarchies capture nuances like internal/ external reference data surrounding fund/ portfolio composition, including, but not limited to:
-
- Firm,
- Fund,
- Strategy
- Manager/Operator,
- Portfolio/Investment/Pool/Deal,
- Capital Contribution,
- Etc.
Tip: Swap "INSERT TIER 1 NAME (ex. Strategy)," etc., for your desired nomenclature - this will reflect in the UI & subsequent exports!
Note: Each Tier 1, 2, and 3 has its own child tiers, and while the names could be the same, parent tiers are always unique.
Caution: Deleting a tier will remove the associated underlying data since the tier serves as a grouping mechanism. Alternatively,
Tip: To retain the underlying data, update the current tier to another, and then proceed with the deletion of the now-empty, i.e., former parent tier.