What is Equity Under Management?

The article explains what Equity Under Management (EUM) is and how it is calculated.

Equity Under Management (EUM) is a metric that shows how much investor capital your firm manages. 

EUM is the total funded amount for investments that meet the following criteria:

  • Investment status is Approved
  • Investor class status is Accepting Investments or Manage

A quick way to reference the total funded amount for an investment is the cap table. Head to a specific offering and click on the Distributions tab.


Your Equity Under Management is displayed on the dashboard.

EUM