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    Portfolio Management

    Portfolio management is the finance and reporting function behind a fund's investments, so value is actively managed after the cheque clears.

    Capability · 1 service within this

    How we help with Portfolio Management

    A fund's returns are decided after the cheque clears, not before.

    1. Standardise what portfolio companies report

      One definition set and one template across the portfolio, so companies can be compared rather than read one at a time.

    2. Install the reporting where it is missing

      Most early portfolio companies cannot produce what a fund needs. We build it inside the company rather than chase it from outside.

    3. Give the fund one view

      Consolidated performance, runway and risk across the portfolio, refreshed on a cycle, so attention goes where it changes an outcome.

    4. Support the companies that need it

      Finance bench for a portfolio company between hires, so a reporting problem does not become a value problem.

    Services within Portfolio Management

    FAQ

    Questions founders ask about Portfolio Management

    What does portfolio management involve for an investor?

    Standardised reporting from portfolio companies, a consolidated view of performance and risk, and support to the companies that cannot yet produce what the fund needs. It is the work that happens after the cheque clears and before the exit.

    Why not just ask companies for their numbers?

    Because they arrive in different formats, on different definitions, at different times. Comparing them then takes longer than collecting them, and the comparison is the point.

    Is this only for venture funds?

    No. Family offices, corporate venture arms and PE funds all face the same problem, and the smaller the team the more acute it is, because there is nobody whose job it is to chase.

    How often should a portfolio report?

    Monthly for companies with runway risk, quarterly for the rest. The cadence should follow the risk rather than a uniform calendar.

    What our research says about Portfolio Management

    The same founder who can defend every assumption in a fundraising model, cohort by cohort, scenario by scenario, often can't tell me, two months later, why last month's revenue missed.

    Sriram Chidambaram, in Fundraising rigour vs revenue rigour

    The golden rule of board meetings is no surprises. Mark Suster has written about this for years, and I've never seen it fail. The board should never learn something material for the first time in the room.

    Sriram Chidambaram, in Board reporting and investor reporting are not the same thing

    The people behind Portfolio Management

    Portfolio Management is run by the studio team: one multidisciplinary team whose pods work in tandem, matched to the sector and the stage the company is in.

    Haripriya V

    Investment Banking pod

    Led by Haripriya V

    Lead - Investment Banking & Business Growth. Manages transactions and strategic capital events.

    See the pod structure
    Studio TeamThe operators, investors and builders who run engagements end to end.Meet them

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