Portfolio Management & Analytics
Investment performance, risk management, portfolio company operations, and comprehensive analytics
Live Data
Total Portfolio Value
$438M
+12.5%
from $156M deployed
Fund IRR
34.2%
+8.5%
vs benchmark
Current Multiple
2.8x
MOIC
top quartile
Active Companies
37
companies
across 5 sectors
Realized Proceeds
$61M
DPI 0.39x
from 3 exits
AI Portfolio Recommendations
Intelligent insights and strategic recommendations
High Priority Actions
HealthTech Pro needs immediate intervention (45% health score)
TechFlow AI ready for Series C (92% health score)
Consider follow-on for CloudScale (90% health score)
Portfolio Optimization
• Increase AI/ML allocation by 15% (strong performance)
• Reduce HealthTech exposure (underperforming)
• Focus on Series B+ companies (better returns)
⚠️ Risk Mitigation
• Diversify geographic exposure (75% US concentration)
• Monitor vintage risk (2021-2022 heavy)
• Strengthen board oversight for struggling companies
AI Market Intelligence
Market trends and competitive analysis
Sector Performance
AI/ML:+180% YoY
Cloud Computing:+160% YoY
FinTech:+95% YoY
HealthTech:+45% YoY
Exit Opportunities
TechFlow AI
IPO readiness: 85% • Timeline: 12-18 months
CloudScale
Strategic acquisition: 80% • Timeline: 12-18 months
🔍 Competitive Analysis
• TechFlow AI: #3 in AI/ML market
• CloudScale: #2 in Cloud Computing
• FinanceCore: #8 in FinTech (improving)
AI Performance Predictions
12-month forward-looking analysis
Expected Returns
TechFlow AI:4.2x MOIC
CloudScale:3.8x MOIC
DataMind:2.8x MOIC
FinanceCore:1.8x MOIC
HealthTech Pro:0.5x MOIC
Portfolio Projections
• Total portfolio value: $520M (+18.7%)
• Fund IRR: 38.5% (+4.3%)
• Average MOIC: 2.6x (+0.3x)
• Exit probability: 65% (3 companies)
AI Network Intelligence
Strategic connections and opportunities
🤝 Strategic Introductions
TechFlow AI → Microsoft
Enterprise partnership opportunity
CloudScale → AWS
Strategic acquisition talks
FinanceCore → JPMorgan
Banking partnership potential
👥 Talent Network
• 45 total connections (TechFlow AI)
• 22 investor connections
• 18 talent network members
• 8 expert advisors
AI-Generated Action Items
Prioritized tasks and next steps
🔴 Critical (This Week)
Emergency HealthTech Pro intervention
Schedule crisis management call
Bridge funding for HealthTech Pro
Evaluate $2M bridge round
🟡 High Priority (Next 2 Weeks)
TechFlow AI Series C prep
Begin fundraising process
CloudScale strategic review
Evaluate acquisition offers
🟢 Strategic (Next Month)
Portfolio rebalancing
Increase AI/ML allocation
New investment thesis
Focus on Series B+ companies