--- title: Entry & Latest / Exit Operating Metrics (March 2026) description: March 2026 --- [Skip to content](https://www.allocator.com/knowledge/entry-latest/exit-operating-metrics#main-content) English Show submenu for translations ![Allocator_Logo_Colour_Mark.png\]](https://www.allocator.com/hs-fs/hubfs/Branding%20-%20Images%20and%20Logos/Allocator%20logos/Allocator_Logo_Colour_Mark.png?height=40&name=Allocator_Logo_Colour_Mark.png) - [Knowledge Base](https://www.allocator.com/knowledge) - [Allocator Platform](https://secure.allocator.com/) - [Sign out](https://www.allocator.com/_hcms/mem/logout) Open main navigation Close main navigation - [Knowledge Base](https://www.allocator.com/knowledge) - [Allocator Platform](https://secure.allocator.com/) - [Sign out](https://www.allocator.com/_hcms/mem/logout) - English Show submenu for translations Allocator Knowledge Base - There are no suggestions because the search field is empty. 1. [Allocator Knowledge Base](https://www.allocator.com/knowledge?hsLang=en) 2. [What's New on Allocator?](https://www.allocator.com/knowledge/whats-new-on-allocator?hsLang=en) 3. [Q1 2026](https://www.allocator.com/knowledge/whats-new-on-allocator?hsLang=en#q1-2026) # Entry & Latest / Exit Operating Metrics (March 2026) **Overview** We've added two new sets of operating metrics to the Holdings data structure — **Entry Operating Metrics** and **Latest/Exit Operating Metrics** — making it easier to surface GP value creation analysis across Underlying Holdings, Fund Profile, and the Excel Add-in. **What's New** **Entry Operating Metrics** A new set of 15 metrics (Entry LTM Revenue, Entry EV, Entry Net Debt, Entry EBITDA Multiple, etc.) that capture the operating snapshot at or near the time of initial investment. - Derived automatically from the equivalent non-entry metric (e.g. Entry LTM Revenue is derived from LTM Revenue) using a tiered date-matching logic anchored to the **Earliest Initial Investment Date** - The system works through up to 10 priority tiers — from the exact quarter of investment, to quarters before/after, to the nearest fiscal year end — stopping as soon as any metric is found - Once a quarter is matched, **all 15 metrics are sourced from that same quarter** — they will never be drawn from mixed periods - If any Entry OM is manually input for an asset, derivation is skipped entirely for that asset - Entry values are **identical across all report dates** — they don't change quarter to quarter - Populated at all report dates where the asset is present, up to the fund's latest CVP date **Latest/Exit Operating Metrics** A parallel set of 15 metrics representing the most recent (or exit) snapshot of each asset. - For **active holdings** (deal status not Fully Exited or Written Off): automatically reflects the most recent quarter where equivalent operating metrics are available — updates each period - For **exited holdings**: uses the same tiered date logic anchored to the **Latest Exit Date**, sourcing all metrics from a single matched quarter - If any Latest/Exit OM is manually input, derivation is skipped for that asset **Derived Calculations** Where individual metrics can't be directly matched, the system will calculate them from available counterparts (e.g. Entry EV ÷ Entry Revenue Multiple → Entry LTM Revenue). A full set of cross-metric calculations runs after the initial population step. **Coordinates** The source of each derived Entry or Latest/Exit value is stored and surfaced on hover, consistent with the existing coordinates pattern in the platform.   - [Platform Knowledge Base](https://www.allocator.com/knowledge/platform-knowledge-base?hsLang=en#main-content) - [Stay on Top of Your Onboarding](https://www.allocator.com/knowledge/platform-knowledge-base?hsLang=en#stay-on-top-of-your-onboarding) - [Hedge Funds](https://www.allocator.com/knowledge/hedge-funds?hsLang=en#main-content) - [Calculation Definitions](https://www.allocator.com/knowledge/hedge-funds?hsLang=en#calculation-definitions) - [How-To Guides](https://www.allocator.com/knowledge/hedge-funds?hsLang=en#how-to-guides) - [Private Capital Funds](https://www.allocator.com/knowledge/private-capital-funds?hsLang=en#main-content) - [Calculation Definitions](https://www.allocator.com/knowledge/private-capital-funds?hsLang=en#calculation-definitions) - [How-To Guides](https://www.allocator.com/knowledge/private-capital-funds?hsLang=en#how-to-guides) - [Export Your Data](https://www.allocator.com/knowledge/export-your-data?hsLang=en#main-content) - [Allocator Excel Add-In](https://www.allocator.com/knowledge/export-your-data?hsLang=en#allocator-excel-add-in) - [Allocator API](https://www.allocator.com/knowledge/export-your-data?hsLang=en#allocator-api) - [What's New on Allocator?](https://www.allocator.com/knowledge/whats-new-on-allocator?hsLang=en#main-content) - [Q1 2026](https://www.allocator.com/knowledge/whats-new-on-allocator?hsLang=en#q1-2026) [![Chill listening crop-3](https://www.allocator.com/hs-fs/hubfs/Branding%20-%20Images%20and%20Logos/Allocator%20logos/Allocator_Logo_Colour%20No%20Background.png?width=171&height=24&name=Allocator_Logo_Colour%20No%20Background.png "Chill listening crop-3")](https://knowledge.allocator.com/knowledge?hsLang=en) www.allocator.com Copyright © 2026, Allocator ![](https://px.ads.linkedin.com/collect/?pid=2666380&fmt=gif)