Total capital raised
—
sum of investment amounts
Avg investment size
—
per funded investment
Total ad spend
—
Meta + Google + LinkedIn
Cost per DCB
—
ad spend ÷ discovery calls
Cost per investment
—
ad spend ÷ funded investments
ROAS
—
capital raised ÷ ad spend
Discovery Call Booked — deals pipeline
Funded Investments — investment object
Investments funded by closer
Calls booked by setter
Setter not tracked on deal records
Investments funded by setter
Conversion rate — discovery call booked → funded investment (by closer)
Conversion rate by closer
DCB from deals · Funded from investment object
Discovery calls booked by month
Investments funded by month (funds received)
Investor LTV — First-time investors & lifetime capital (Fund 4 + 5 · Investment object)
LTV is a lifetime metric — this section always reflects all loaded investments and is not affected by the date, fund, or class filters above.
First-time investors
—
New-type investment or Fund 3 record
Total first-invest capital
—
sum of New-type amounts
Portfolio LTV
—
all investments · all investors
Avg LTV per investor
—
across investors with any investment
LTV / first investment
—
portfolio LTV ÷ first-invest capital
Investor count by LTV bucket
Capital concentration by LTV bucket
First investment vs follow-on by LTV bucket