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 — exit / markup / write-off + return.
Log the one that got away
Log a passed deal that later won (calibration gold).
T2
Proposed
Log a passed deal that later won — calibration gold. The entry keeps the SAME identity the pass was signed on, so the retro can compare the reason you passed with what happened. · anti-portfolio watchlist
The anti-portfolio — passes worth watching
Kystdata ASNo-Go — the moat is shallow and the round is priced for one. Keep on the anti-portfolio watch.same identity as the pass
TALK TO THE PROGRAM — about this sub-step