Comprehensive Portfolio Modelling Masterclass in London with Marc Penkala
π 24th October β° 10:00 AM - 1:00 PM BST at Isomer Capital | π¨βπ©βπ§βπ¦ Only 15 seats
This exclusive in-person masterclass integrates three key aspects of Venture Capital Fund Modelling: Fundamentals, Assumptions Sheet Construction and Portfolio Construction & Decomposition.
Led by Marc Penkala, Co-Founding Partner of Δltitude and advisor to multiple European Family offices and VCs, this masterclass will be delivered in a small-group setting with just 15 seats available, providing rich opportunity to discuss, exchange perspectives and do hands-on work with the provided material and resources.
Tailored to emerging GPs and established fund managers, as well as family offices and senior CVC employees, the masterclass will cover:
Fund Modelling Fundamentals - Begin with a thorough introduction to the core elements of VC fund modelling, including fund structure, capital allocation, and the impact of management fees and carried interest on fund economics.
Assumptions Sheet Construction - Engage in a practical, hands-on session where you will learn to build and refine an assumptions sheet. This part of the workshop focuses on how these assumptions drive the fundβs performance and the strategic decision-making process.
Portfolio Construction and Decomposition - Delve deeper into strategic fund composition, exploring techniques for initial portfolio setup, follow-on investment strategies, and the intricate process of decomposing investments to assess and enhance fund performance.
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Key Learning Points:
Comprehensive Portfolio Strategy: Detailed examination of how to construct a portfolio that balances risk and return over the life of the fund, including entry and exit strategies.
Dynamic Fund Management: Insights into the dynamic nature of fund management, involving the simulation of various market scenarios to understand their impact on the fund.
Practical Assumptions Analysis: Interactive, practical training on constructing and analyzing assumption sheets, emphasizing their critical role in scenario planning and performance forecasting.
Strategic Decision Making: Learn how to use data from your fund model to make informed decisions about investments, fund management, and investor relations.
Who Should Participate:
Emerging Fund Managers
VCs in Established Funds
Family Office and CVC Employees
High Net Individuals investing in Venture Capital
Time Commitment:
3-hour in-person masterclass.
24th October | 10:00 AM - 1:00 PM BST
Instructor:
Marc Penkala: Co-Founding Partner of Δltitude and advisor to multiple European Family offices and VCs, and lecturer at more than 5 eu.vc masterclasses on the topic.
Price:
Want to unlock the community ticket? Join here π
Special Notes:
Limited Availability: Capacity strictly limited to 15 participants to ensure a focused and interactive experience.
Materials Provided: Pre-session materials will be distributed to participants to prepare for the masterclass.
βFrequently asked questions
βWill attendees get access to the materials and recording of the session?
βYes, in a protected data room without download access and only for a limited amount of time (a few weeks).
βIs group pricing available
βYes, contact us for more information.
βDo you provide a certificate?
βWe provide an online certificate that you can add to LinkedIn.