KOLLIED

Outcomes & Anti-portfolio

Capture realized outcomes, generate LP reports, log the anti-portfolio, and re-weight the scorecard into the next cycle.

Investment Guide: Next: record the realized outcome β€” exit / markup / write-off + return.
Capture the outcome

Record the realized outcome (exit / markup / write-off + return).

T1
No company is in this fund's scope on this step β€” switch the fund, or source deals that fit its mandate. Nothing to commit here.

Outcomes & close-out

Record a realized outcome β€” exit, markup, write-off or secondary. It closes the holding and keeps NAV/returns honest.

No outcomes recorded yet.

LP / investor reporting

Generate a capital-account / NAV / returns snapshot for a period β€” frozen from the live portfolio.

No LP reports yet.

Validation clocks & anti-portfolio

Clocks due for revalidation and the anti-portfolio (deals you passed that later won) run live on the scheduled-decisions surface.

Resolve a clock or log an anti-portfolio outcome on scheduled decisions.

Patterns & calibration

Capture the winning thesis/scorecard patterns (the fund's reusable moat) and run calibration that re-weights the next cycle's sourcing.

Selection patterns

No patterns saved yet.

Calibration

No calibration runs yet.

TALK TO THE PROGRAM β€” about this sub-step