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Venture Portfolio Management

Manage venture capital portfolio: follow-on decisions, pro-rata calculations, valuation tracking, exit monitoring.

Complexity: Complex | Duration: 30m+ | Category: Finance/Investment

Tags: venture-capital startups follow-on pro-rata portfolio

Workflow Diagram​

Steps​

Step 1: Portfolio Review​

Agent: vc

analyst - List all portfolio companies and current status

Step 2: Valuation Tracking​

Agent: vc

analyst - Update valuations from latest funding rounds

Step 3: Ownership Calculation​

Agent: financial

analyst - Calculate ownership % after dilution

Step 4: Follow​

Agent: On Analysis

vc-analyst - Analyze pro-rata rights for new rounds

Step 5: Reserve Allocation​

Agent: financial

analyst - Model reserve allocation for follow-ons

Step 6: Performance Metrics​

Agent: financial

analyst - Track revenue, burn rate, runway for each company

Step 7: Exit Monitoring​

Agent: vc

analyst - Track acquisition interest, IPO readiness

Step 8: Mark​

Agent: to

Market - financial-analyst - Mark portfolio to market using latest valuations

Step 9: Unrealized Returns​

Agent: financial

analyst - Calculate unrealized MOIC and IRR

Step 10: Risk Assessment​

Agent: risk

analyst - Flag companies at risk of down round or shutdown

Step 11: LP Reporting​

Agent: documentation

writer - Prepare quarterly LP report

Step 12: Approval​

Agent: code

reviewer - Investment committee review for follow-on decisions

Usage​

To execute this workflow:

/workflow finance/investment/venture-portfolio-management.workflow

See other workflows in this category for related automation patterns.