Alternatives
Private equity, venture, hedge funds, and private credit in FamilyOFX.
Alternatives
Alternatives (/alternatives) holds private market and non-listed fund vehicles: PE, VC, hedge, private credit, and similar.
Transaction types
| Event | Typical transaction type |
|---|---|
| Capital call | Capital Call (+ fees/taxes lines when separate) |
| Distribution | Distribution |
| Quarterly NAV | Point in Time Valuation |
| Management fee | Fees |
Cash flow forecasts
PE and debt funds can use formula cash flow plans (J-curve, amortising debt). Opt in per holding under the position cash flow tab or via chat. See Forecasts → Cash flow.
Documents
Fund letters and capital call notices attach to positions or transactions. Upload via Documents or forward to the shared inbox.