For today’s episode of the EUVC podcast, we have prepared a panel discussion on Data Driven Portfolio Modelling, and we brought together:
Together, we discuss portfolio modeling, fund forecasting, and portfolio construction, emphasizing the importance of maintaining a current fund forecast and making adjustments based on real-world market conditions.
Go to eu.vc for our core learnings and the full video interview 👀Chapters:
- 08:29 Best Practices in Portfolio Modeling
- 10:03 Maintaining a Dynamic Fund Forecast
- 12:05 Challenges in Portfolio Construction
- 32:51 Debating Portfolio Concentration
- 39:40 Sector-Specific Strategies and Risks
- 42:24 Portfolio Construction Insights
- 43:01 Examples of Portfolio Construction
- 44:27 Fundraising Challenges and Realities
- 47:23 Tracking Fund Progress
- 49:50 Evaluating Portfolio Companies
- 52:32 Qualitative vs Quantitative Metrics
- 01:08:20 Scenario Analysis and Reserves
- 01:11:00 Optimizing Reserves
- 01:25:59 Closing Remarks and Takeaways
