Anubhav Srivastava, CEO of Tactyc, sits down with David Weisburd to discuss iterative portfolio construction, portfolio size impact, fund recycling and check size, reserve strategies, and follow-on investments. They also explore the future of Tactyc and lessons from clients. (0:00) Introduction and discussion on typical reserve ratios for pre-seed and seed funds (1:03) Anubhav Srivastava's journey to founding Tactic and its pivot into a forecasting and planning software for VCs (3:41) Overview of Tactic user base and its global reach (5:27) Tactic's role in fund management, optimization, and as a fundraising tool (9:04) Significance of portfolio size and tracking of actual vs projected performance in funds with Tactic (12:24) Strategies for navigating fund recycling and target ownership (14:43) Impact of graduation rates on reserve strategies and the importance of number of investments in portfolio construction (16:09) Discussion on typical reserve ratios for pre-seed and seed funds (19:10) Considerations for deploying into breakouts and thinking quantitatively about follow-on investments (20:52) Future of Tactic and best practices for funds considering secondaries (23:10) Introduction to the Tenex Capital Podcast newsletter powered by Carrie Labs