Comprehensive Portfolio Modelling Masterclass
If you're an EUVC Community Member, claim special pricing here.
This exclusive in-person masterclass integrates three key aspects of Venture Capital Fund Modelling: Fundamentals, Assumptions Sheet Construction and Portfolio Construction & Decomposition,
Led by Marc Penkala, Co-Founding Partner of āltitude and advisor to multiple European Family offices and VCs, this masterclass will be delivered in a small-group setting with just 15 seats available, providing rich opportunity to discuss, exchange perspectives and do hands-on work with the provided material and resources.
Tailored to emerging GPs and established fund managers, as well as family offices and senior CVC employees, the masterclass will cover:
Fund Modeling Fundamentals - Begin with a thorough introduction to the core elements of VC fund modeling, including fund structure, capital allocation, and the impact of management fees and carried interest on fund economics.
Assumptions Sheet Construction - Engage in a practical, hands-on session where you will learn to build and refine an assumptions sheet. This part of the workshop focuses on how these assumptions drive the fund’s performance and the strategic decision-making process.
Portfolio Construction and Decomposition - Delve deeper into strategic fund composition, exploring techniques for initial portfolio setup, follow-on investment strategies, and the intricate process of decomposing investments to assess and enhance fund performance.
Key Learning Points
Comprehensive Portfolio Strategy: Detailed examination of how to construct a portfolio that balances risk and return over the life of the fund, including entry and exit strategies.
Dynamic Fund Management: Insights into the dynamic nature of fund management, involving the simulation of various market scenarios to understand their impact on the fund.
Practical Assumptions Analysis: Interactive, practical training on constructing and analyzing assumption sheets, emphasizing their critical role in scenario planning and performance forecasting.
Strategic Decision Making: Learn how to use data from your fund model to make informed decisions about investments, fund management, and investor relations.
Who Should Participate
Emerging Fund Managers
VCs in Established Funds
Family Office and CVC Employees
High Net Individuals investing in Venture Capital
Time Commitment
3-hour in-person masterclass.
24th October | 10:00 AM - 1:00 PM BST
Instructor
Marc Penkala: Co-Founding Partner of āltitude and advisor to multiple European Family offices and VCs, and lecturer at more than 5 eu.vc masterclasses on the topic.
Frequently asked questions
Will attendees get access to the materials and recording of the session?
Yes, 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.