Beyond

Upgrade Plan

Help & Support

Complete guide to managing your private investment portfolio

Quick Start Checklist
Follow these steps to get your portfolio up and running in 15 minutes
1
Add Your First Asset
Go to Assets → Add New Asset
2
Upload Income Data
Income → Upload CSV or enter manually
3
Review Dashboard
Check analytics and performance metrics
4
Set Up Cash Reserves
Cash Reserves → Add current balance
5
Generate First Report
Exports → Portfolio Summary PDF
Asset Management
Add and manage your investments

Supported Asset Types

Real Estate Notes
Private Lending
LP/Equity

Key Information to Track

  • • Purchase price and terms
  • • Interest rates and payment schedules
  • • Collateral values and LTV ratios
  • • Borrower information and contact details
Income Tracking
Automate payment monitoring

Import Methods

CSV upload from any bank
Manual entry for one-time payments
Auto-confirmation for regular payers

Smart Features

  • • Automatic payment matching
  • • Missed payment alerts
  • • Duplicate detection
  • • Payment confirmation workflow
Performance Analytics
Professional-grade metrics

Key Metrics

IRR Calculations
Real-time internal rate of return
Cash Flow
Monthly income projections
Yield Analysis
Asset-by-asset performance
Risk Metrics
Payment success rates
Reports & Exports
Professional documentation

Report Types

Portfolio Summary
PDF
CPA Tax Report
PDF
Income History
CSV
Asset Details
CSV
Best Practices
Tips for getting the most out of Beyond

Data Management

  • Upload 6+ months of historical income data for accurate trends
  • Update asset values quarterly for accurate portfolio metrics
  • Confirm payments promptly to maintain accurate records
  • Use consistent naming conventions for easy identification

Portfolio Monitoring

  • Review dashboard monthly for performance insights
  • Set up auto-confirmation for reliable borrowers
  • Monitor payment alerts to catch issues early
  • Generate reports quarterly for investors or lenders
Troubleshooting
Solutions to common questions and issues

CSV Upload Issues

Problem: CSV file won't upload or payments don't match

Solution: Ensure your CSV has Date, Description, and Amount columns. Format dates as MM/DD/YYYY.

Missing Payments

Problem: Payment was received but not showing in Beyond

Solution: Check Income page for unconfirmed payments, or add manually if needed.

Incorrect IRR Calculations

Problem: IRR seems too high or low

Solution: Verify all purchase prices and payment amounts are accurate. Check for duplicate entries.

Need More Help?
We're here to help you succeed with your investment management

Questions? Contact support at support@beyondinvest.com