Portfolio Management Dashboard
AI-powered insights across your entire venture capital portfolio
Portfolio Value
87
/100
Revenue Growth
82
/100
Capital Efficiency
79
/100
Market Position
91
/100
Team Quality
76
/100
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Current
$450M
6-Month Forecast
$525M
Portfolio valuation is projected to increase 16.7% to $525M over the next 6 months, driven by strong revenue growth in top performers and 2 anticipated funding rounds at higher valuations. This forecast assumes current market conditions remain stable and no major exits occur during the period.
- • Market downturn could impact valuations by 15-20%
- • 2 companies may require down rounds affecting portfolio value
- • Delayed exits could impact liquidity and DPI metrics
- • 3 companies positioned for up-rounds at 2-3x valuations
- • Potential strategic acquisition interest in 2 portfolio companies
- • Strong revenue growth could drive earlier-than-expected exits
Current
32%
6-Month Forecast
38%
Fund IRR is projected to improve from 32% to 38% over the next 6 months, driven by anticipated exits of 2 mature companies and continued strong performance from growth-stage investments. This would place the fund in the top quartile of comparable vintage funds.
- • Exit delays could push IRR improvement to later periods
- • Underperforming companies may require write-downs
- • Market volatility could impact exit valuations
- • Earlier-than-expected exits could boost IRR to 40%+
- • Strong follow-on rounds could accelerate value creation
- • Strategic acquisitions could provide premium exit multiples
Total Companies
32
Active investments
Industries
6
Sector diversification
Successful Exits
8
Since fund inception
Avg Investment
$8.5M
Per company