Company Status
DimCompanyStatus
Records
7| Company Status | Company Status Name | Description | Is Investable | Sort Order | Actions |
|---|---|---|---|---|---|
| Prospective | Prospective | Target identified; diligence not complete; no closed investment yet | Yes | 1 | |
| Active | Active | Currently in portfolio with at least one active investment position | Yes | 3 | |
| Watchlist | Watchlist | In portfolio but elevated monitoring due to operating or covenant risk | Yes | 4 | |
| Exited | Exited | All investment positions exited; no remaining exposure | No | 6 | |
| Written Off | Written Off | Investment written off; no expected recovery | No | 7 | |
| On Hold | On Hold | Paused opportunity or company; not currently advancing (timing, diligence, or strategy) | No | 2 | |
| Harvesting | Harvesting | Preparing for exit or liquidity event; managing down exposure | No | 5 |