How is this score calculated? Would it look anything remotely like a chart of growth in total valuation of the portfolio? Without knowing more about the metrics, this chart is meaningless. In particulary, if we have a dozen different growth scores, which are all being weighted equally, averaged across all the companies in a portfolio regardless of current size or current valuation of VC stakes, these scores are almost absolutely meaningless.
That is an interesting technique. I noted Steamboat Ventures is at -88 and yet with the GoPro launch I expect they probably are going to have a good aggregate internal ROR. Would be interesting to try different slices against this, like rate of return vs growth. Back in the dot com days a lot of companies grew really fast, burning money, and then went 'poof!'. So from a growth metric they looked great, but from an ROI investment they were poor.
This is a really important insight as you read this study. We are starting to collect unrealized and realized IRR data from funds, and I hope we will be able to provide a more performance-based index ranking soon.
[+] [-] Eliezer|11 years ago|reply
[+] [-] ChuckMcM|11 years ago|reply
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[+] [-] DanBC|11 years ago|reply
(iPhone 4; iOS; chrome; nothing weird)
[+] [-] napoleoncomplex|11 years ago|reply
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