Venture Capital Portfolio Insights
Portfolio Overview
Portfolio ROI
-76%
+5% MoM
Average IRR
22%
Target: 20%
Capital Deployed
$1.8M
Portfolio Valuation
$0.4M
Avg. Cash-on-Cash
13%
Realized Value
$3.0M
1 Exits
Active Investments
3
Avg. Burn Rate
$88k/mo
Avg. Cash Runway
4.8 mos
High-Risk Co.
33%
Portfolio HHI
0.401
Highly Concentrated
Avg. Ticket Size
$0.58M
Invest. Frequency
4/QTR
(Mocked)
Featured Investment
IT & Software
4.8
Innovatech Solutions
Invested:
$500,000
Current Val.:
$1,500,000
Distribution:
$100,000
CoC Return:
20%
+200% ROI
IS
CLV:$300
NPS:60
Milestones:8 / 10
Round:$750,000 / $1,000,000
Emp. Growth:43%
Burn Rate:$75k/mo
Cash Runway:6.7 months
Risk Level:
Medium
Revenue Growth
90%
CAC Payback: 0.8 months
Active Investments
Business
4.5
MarketExpand Co.
Invested:
$1,000,000
Current Val.:
$1,200,000
Distribution:
$50,000
CoC Return:
5%
+20% ROI
ME
CLV:$300
NPS:45
Milestones:5 / 12
Round:$1,200,000 / $2,000,000
Emp. Growth:17%
Burn Rate:$150k/mo
Cash Runway:5.3 months
Risk Level:
Low
Interior
4.2
SpaceOptimize AI
Invested:
$250,000
Current Val.:
$300,000
CoC Return:
N/A
+20% ROI
SO
CLV:$83
NPS:30
Milestones:3 / 8
Round:$200,000 / $500,000
Emp. Growth:14%
Burn Rate:$40k/mo
Cash Runway:2.5 months
Risk Level:
High
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