Every investor sees their value, returns and full history.
Give every investor a personal portfolio with real-time valuation, return on investment and a complete record of their holdings — automatically. No more one-off emails or spreadsheet exports. Investors log in with BankID and see everything in their own view.
Key features
- Real-time portfolio value based on the latest company valuation
- Full transaction history — every share purchase, transfer and corporate action
- PDF and Excel export for investors, accountants and tax purposes
- Structured updates and documents shared directly through the investor portal
Frequently asked questions
How does Nexus Connect calculate portfolio value?
Portfolio value is calculated based on the company's most recent valuation (post-money round valuation or board-approved valuation), multiplied by each investor's current ownership percentage. The value updates automatically when a new valuation is entered.
Can investors export their holdings for tax purposes?
Yes. Investors can download a full transaction history and portfolio summary as PDF or Excel. This covers all acquisitions, disposals and corporate actions — exactly the data needed for Norwegian tax reporting (RF-1088).
What can investors see in the portal?
Investors see their current holdings, estimated value, return since first investment, full transaction history and any documents or updates the company has shared with them. Each investor only sees their own data.