Optimal Reserves Ranking
Fund Forecasting helps fund managers optimize follow-on reserves by ranking each portfolio company based on the opportunity cost of investment.
Expected MOIC on Planned Reserves
By default, Fund Forecasting automatically calculates Exit MOIC on Planned Reserves - this is the expected return on the next $1 into each company. Fund Forecasting determines this multiple based on the deal-level forecasts for exits, future financing rounds, and performance cases. Learn more here for the various MOIC analysis in Fund Forecasting.
Optimal Reserves
Under Insights > Optimal Reserves Ranking, Fund Forecasting will then automatically rank each portfolio company based on this "follow-on multiple". This chart will also show the current planned and deployed reserves for each portfolio company.
