It’s no secret. We love Tactyc. It’s such a powerful forecasting and planning tool for VCs. And their founder Anubhav is an absolute machine doing all product demos himself and also working directly with the more than 300 Tactyc clients optimize their fund forecasting and planning on their platform. I have no idea how he finds the time. Wanna experience this first-hand? Book a session right here 🗓️
If you feel this is a wholehearted almost cringy endorsement, it’s because it is. We couldn’t be bigger fans and for that reason we’re partnering closer and closer.
So today, we’re sharing with you a past roundtable we did together and announcing an advanced session on VC Portfolio Management, focusing on Capital Deployment and Reserve Planning.
This workshop will dive deep into strategic capital deployment and explore effective reserve planning to optimize portfolio performance and how these processes contribute to the overall VC portfolio management framework.
There’s still a few Early Bird tickets available for just 100€ - so move quick to lock in that 50% discount. More info on the workshop in the end of this email ⏬
Additionally, all participants will get free access to Tactyc to model their fund, a tool valued at $500.
But now - let’s get to the episode 🎧
For today’s episode of the EUVC podcast, we have prepared a roundtable discussion on Data Driven Portfolio Modelling, and we brought together:
Joel Larsson, Founding GP of Pale blue dot
Jon Coker, Founding GP of Eka Ventures
Joe Schorge, Founding GP of Isomer Capital
Anubhav Srivastava, Founder & CEO of Tactyc.
Together, we discuss about portfolio modeling, fund forecasting, and portfolio construction, the importance of maintaining a current fund forecast and making adjustments based on real-world market conditions.
Watch it here or add it to your episodes on Apple or Spotify 🎧
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
Join us for an advanced session on VC Portfolio Management, focusing on Capital Deployment and Reserve Planning. This workshop will dive deep into strategic capital deployment and explore effective reserve planning to optimize portfolio performance. We'll explore how these processes contribute to the overall VC portfolio management framework.
Additionally, all participants will get free access to Tactyc to model their fund, a tool valued at $500.
Who should participate
This advanced session is ideal for Emerging Fund Managers, Established VCs, Family Office and CVC employees, and HNIs in venture capital who are looking to enhance their portfolio management skills.
Time Commitment
This is a 2-hour online workshop consisting of:
A brief refresher of the fundamentals of VC portfolio management
An overview of the principles of capital deployment and reserve planning and their roles in VC portfolio management
Detailed exploration of reserve allocation, including how to allocate reserves when making an investment, and for how many rounds
Understanding how to allocate reserves taking into account various outcomes on the deal (Base, Bull, Bear)
Evaluating the probability of reserve deployment per company and determining the "maximum pain"
Optimizing reserves for the best-performing companies across sectors and geographies
Adjusting future capital deployment in response to changing market conditions (e.g., higher valuations, lower round sizes) to achieve the expected performance
Key Learning Points
Reserve Allocation Strategy: Learn how to allocate reserves effectively during investment, considering multiple rounds and various deal outcomes.
Risk-Weighting Reserves: Gain insights into risk-weighting reserves by evaluating the probability of reserve deployment per company.
Cross-Sector and Geography Comparison: Understand how to compare reserves for companies across different sectors and geographies to optimize performance.
Adaptive Capital Deployment: Learn strategies to adjust capital deployment in response to changing market conditions to maintain expected performance.
Market Change Adaptation: Develop skills to course correct and adapt your portfolio management strategy in response to market changes.
Bonus
All participants will receive free access to Tactyc to model their fund, a software valued at $500, enhancing your ability to apply workshop learnings to real-world scenarios.
Instructors
Anubhav is the founder of Tactyc and a former bulge-bracket investment banker with extensive experience in M&A and financing transactions. Having spent more time than is healthy with Excel models, the idea for Tactyc was born out of his observations with how he saw people using (and misusing) Excel-based models.
David Cruz e Silva is the founder of eu.vc, Europe’s Venture Community, and an angel LP supporting European early-stage funds and their breakout companies. His unique experience and positioning are invaluable for emerging VCs and LPs navigating European VC.
Frequently asked questions
Will attendees get access to the materials and recording of the session?
Yes, but in a protected data room without download access and only for a limited amount of time (a few weeks).
Is group pricing available?
Yes, contact us for more information.
Do you provide a certificate?
We provide an online certificate that you can add to LinkedIn.
🗓️ The VC Conferences You Can’t Miss
There are some events that just have to be on the calendar. Here’s our list, hit us up if you’re going, we’d love to meet!
Nordic LP Forum & TechBBQ | 📆 11 - 12 September | 🌍 Copenhagen, Denmark
How to Web | | 📆 2-3 October | 🌍 Bucharest, Romania
WVC:E Summit 2024 | | 📆 7-8 October | 🌍 Paris, France
North Star & GITEX Global | 📆 14 - 18 October | 🌍 Dubai, UAE
Invest in Bravery | 📆 21th of October | 🌍 Kyiv, Ukraine
0100 Conference Mediterranean | 📆 28 - 30 October | Milano, Italy
GoWest | 📆 28 - 30 January 2025 | 🌍 Gothenburg, Sweden
GITEX Europe 2025 | 📆 23 - 25 May 2025 | 🌍 Berlin, Germany
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