Portfolio Management

Case # 5-0016

Updated August 12, 2003

Note on Venture working capital Portfolio Management
Portfolio steering describes the process investors use to analyze information,
make decisions and set up resources to improve or protect the value of their
investments.
Portfolio management has intravenous feeding components: (i) portfolio monitoring, (ii) company
analysis, (iii) venture capital decision making, and (iv) portfolio company
assistance. These processes begin with the closing of the sign investment and are
repeated continuously until the closing of the exit transaction. A firms ability to
assist its portfolio companies, also cognise as adding-value, is what differentiates
leading firms from the rest of the industry.
This note is organized into ii parts: (Part I) explains typical processes Venture
Capitalists (VCs) use to manage their portfolios; and (Part II) explains how the
process of portfolio management is changing in response to challenging market
conditions.

Part I: Overview of Portfolio Management
Portfolio Monitoring
development Gathering

This case was prepared by Andy Waldeck T04 beneath the supervision of Adjunct Assistant Professor
Fred Wainwright and Professor Colin Blaydon of the tuck School of Business at Dartmouth
College.



It was written as a basis for class discussion and not to illustrate good or ineffective
management practices.
Copyright © 2003 Trustees of Dartmouth College. All rights reserved. To order supernumerary copies,
please call (603) 646-0522. No part of this document whitethorn be reproduced, stored in any retrieval
system, or transmitted in any form or by any pith without the express written consent of the Tuck
School of Business at Dartmouth College.

Note on Venture Capital Portfolio Management

Case # 5-0016

Information gathering is an essential component to portfolio management. Firms
gather as some(prenominal) information as possible about the performance of individually of their
companies through a number of different...If you want to get a full essay, order it on our website: Ordercustompaper.com



If you want to get a full essay, wisit our page: write my paper