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Investor Tools

Portfolio Management

Portfolio Construction Simulator

Model check sizes, ownership targets, reserve ratios, and how many companies you can back.

Fund Parameters

$
%/yr
%

Deal Strategy

%
$
$

Portfolio Plan

Initial investments

16

$1.5M avg check at 10% ownership

Total management fees$10.0M

2% × 10 years

Investable capital$40.0M
Initial investment pool$24.0M
Reserve pool$16.0M
Projected follow-on spend$16.0M
Reserve surplus / shortfall+$0 surplus

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How to Use This Tool

Define your fund size, target number of investments, initial check size, and reserve ratio for follow-ons. The simulator shows how your capital gets deployed across the portfolio and whether your math works.

Why This Matters

Portfolio construction is the architecture of your fund. Get it wrong and you either run out of capital for follow-ons (missing your winners' best rounds) or over-reserve and leave money uninvested. The best fund managers are disciplined about construction because it directly drives returns.

Industry Benchmarks

Typical Reserve Ratio

40–60%

Capital reserved for follow-on investments

Portfolio Size (Seed)

20–30 companies

Enough diversification for power law math

Initial Check ÷ Fund Size

2–5%

Each initial check as a percentage of fund

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