VC Fund Terms & KPIs: Mastering Metrics for Fund Success
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Join us for an in-depth session on VC Fund Terms & KPIs: Mastering Metrics for Fund Success. This workshop will focus on the key performance indicators (KPIs) that drive VC fund performance and the critical timing for measuring these metrics. You’ll gain insights into what matters most to Limited Partners (LPs) and what General Partners (GPs) should focus on internally for effective fund management.
The session will also cover how to set up a comprehensive dashboard, including portfolio tracking, to streamline your reporting and ensure your fund’s success.
Who should participate:
Ideal for Emerging Fund Managers, Established VCs, Family Offices, CVC employees, and LPs interested in understanding fund metrics and how they impact fund success.
Time Commitment:
This is a 2-hour online workshop consisting of:
A refresher on the fundamentals of VC fund terms and KPIs
A deep dive into the key metrics to measure and when they should be tracked
Analysis of what LPs prioritise and what GPs should track internally for operational excellence
Overview of setting up a comprehensive dashboard to track fund and portfolio performance
Practical example of a fund and portfolio dashboard in action
Q&A
Key Learning Points:
Understanding Fund KPIs: Get a clear understanding of key fund metrics such as TVPI, DPI, RVPI, IRR, and MoIC, and why they matter.
When to Measure What: Learn the optimal times to track these KPIs over the lifecycle of your fund and the implications of early vs. late-stage measurements.
What LPs Care About: Discover what LPs are really looking for in your reporting, focusing on transparency, consistency, and the timing of key metrics.
Internal GP Focus: Learn what metrics are essential for GPs to track for internal decision-making, covering both fund performance and portfolio health.
Building the Right Dashboard: Get practical guidance on setting up a comprehensive dashboard that covers fund terms, KPIs, and portfolio performance in a clear, actionable format.
Portfolio Tracking: Understand how to effectively track your portfolio’s growth and health, including company-level performance, follow-on investments, and exits.
Actionable Insights: Gain insights tailored to your fund’s structure and strategy, with a focus on using these KPIs to drive better decision-making and long-term fund success.
Dashboard Overview
We’ll explore how to design and implement a dashboard that not only tracks KPIs but also provides real-time insights into your portfolio. This will include:
Fund Metrics Overview: A snapshot of key metrics like IRR, TVPI, DPI, and more.
Portfolio Breakdown: Visual tracking of your portfolio’s performance, including key developments and exit potential.
Customisable for Your Fund: Tips on tailoring the dashboard to your specific fund size, strategy, and lifecycle.
Instructors
Marc Penkala, Co-Founding Partner of āltitude, is a seasoned venture capitalist with extensive experience and expertise in fund modelling. As a former Investment Director and active angel investor, his insights are invaluable for emerging VCs
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?
All materials are made available to EUVC community members in a protected data room without download access. Attendees will be offered a 30 day trial.
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.
What's the cancelation policy?
All sales are final. No refunds. We may review exceptional cases at our discretion, but this is rare and decided on an ad hoc basis.