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E103: Portfolio Results for 2023
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In 2023, Early Stage Venture Portfolios experienced a downturn following the robust years of '21 and '22. Media outlets suggest an average decline of around 15% for startup funds in 2023 (though the methodology behind this calculation remains unclear).
David and Paul delve into the nuances of reporting results, focusing on Exit Portfolio outcomes measured through the Distributions to Paid In capital (DPI), and Return On Investments (ROI). Additionally, they explore reporting methods for Active Portfolios, emphasizing the valuation of ongoing investments and reporting the current Multiple On Invested Capital (MOIC) or ROI. The conversation digs into the complexities of using Internal Rate of Return (IRR) for Active Portfolios, acknowledging its limited significance due to the subjective nature of valuing an active portfolio.
The discussion concludes with the presentation of the updated 2023 performance figures for both the entire VentureSouth portfolio and David's individual portfolio.
Follow David on LinkedIn or reach out to David on Twitter/X @DGRollingSouth for comments.
Follow Paul on LinkedIn or reach out to Paul on Twitter/X @PalmettoAngel
We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.
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