Given a portfolio of 20 private equity company shares, I would like you to build an Excel spreadsheet, that will help decide what's the optimum strategy, with regards to participating to follow-on rounds of financing or not.
Each company have 3 rounds of financing (1M€ to which we participate + 5M€ to which we participate depending on the portfolio strategy + 10M€ to which we never participate), each time dilutive of 20%.
Please compute - showing step by step - the expected returns, of the following strategies (with a total starting cash of 1M€ to invest in total) :
- We invest 25% in rounds 1 and the rest we systematically follow-on on 1 subsequent round for all portfolio companies, to keep a 20% ownership after round 2 ;
- Zero follow-on on any subsequent round, i.e. we invest 50k€ in the 20 companies ;
- We invest 25% in rounds 1 and the rest in Follow-on on 1 subsequent round for the top exit 5 companies (companies A/B/C/D/E) ;
- We invest 25% in rounds 1 and the rest in Follow-on on 1 subsequent round for an average pick of 5 companies.
The companies exit (for 100% of the equity) at the following values, after the round 3 of financing (in $M):
Company A € 2 400
Company B € 850
Company C € 650
Company D € 350
Company E € 150
Company F € 100
Company G € 50
Company H € 50
Company I € 50
Company J € 25
Company K € 25
Company L € 15
Company M € 15
Company N € 15
Company O € 15
Company P € 10
Company Q € 10
Company R € 10
Company S € 10
Company T € 5
Company L € 5
Company M € 0
Company N € 0
Company O € 0
Company P € 0
Company Q € 0
Company R € 0
Company S € 0
Company T € 0
Please note that the % given to a round/decision should be changeable in your model, so that I can play with the numbers.
Please ask me the relevant questions that allow you to start & finish this task, as there might be some missing information for you.
Thanks for reading me.
23 freelanceri licitează în medie 153€ pentru acest proiect
Sir, i have done the same work many times. I have few questions, you donot want optimal portfolio with maximum return and minimum risk. Or you are giving fixing your weights. I am a qualified professional accountan Mai multe
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