7 Comments
Aug 14, 2023Liked by Shinya Deguchi

Hi Shinya

Thanks for the revert . I am actually trying to create something similar for India VC/PE space as the family offices here are being missold PE/VC funds by private banks with elevated IRRs (they are showing IRRs of previous funds which are still deploying) and most investors cant make out the difference between IRR and CAGR..

Also one more data point, in tranche 1, you have put fund 1, 2 4 etc but while writing you deployed the returns of fund 1 to fund 4 thus skipping fund 2 investment

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Aug 14, 2023Liked by Shinya Deguchi

Hi Shinya, I missed the point where on combining the two tranches creates a portfolio of return of 11.8x and not 13.5x which the table shows..

Also Net MOIC based on aggregated Net IRR , this is based on assumption that 200 million were invested in one shot into a product which has generated 25% IRR ?

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Aug 14, 2023Liked by Shinya Deguchi

Hi Shinya, I missed the point where on combining the two tranches creates a portfolio of return of 11.8x and not 13.5x which the table shows..

Also Net MOIC based on aggregated Net IRR , this is based on assumption that 200 million were invested in one shot into a product which has generated 25% IRR ?

Expand full comment