For today’s episode of the EUVC podcast, we have prepared a panel 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 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