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Overview
Portfolio Monitoring
Portfolio 1
Portfolio 2
Portfolio 3
Portfolio n
Financial Metrics (EBITDA etc.)Ops Metrics (Churn Rate etc.)
Files (PDF statements)Ad Hoc Requests
Key Personnel & Ratings
Actual
BudgetedScenarios
Design Variables
Adjusted EBITDA.
Adjusted Industry P/E Ratio
Valuation
Submitted by Portfolio
Entered by Fund
$ 5mn
20x
$100mn
Portfolio Updates
Recent Developments
Exit Strategy
Investment Thesis
Key Actionables
Responsibilities
Timelines
Portfolio Information
Hooli Inc.
Instruments: Convertible Note, Equity
Deal Type: Series A
Sector: Internet & Data
Manager: Olga Shuttleworth
Representation: 4 board members
Manage
Analysis
What-If / Sensitivity Scenarios
Adjusted EBITDA.
Adjusted Industry P/E Ratio
Valuation
Submitted by Portfolio
Entered by Fund
$ 5mn
20x
$100mn
Variable Design
Report
Design on MS office
Use your variables
Send to LP’s
Hooli : Outlook
IRR33 %
DVPI0.75
RVPI0.40
