KOLLIEDInvestor

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.
Retro & calibrate the next cycle

Run the retro (patterns · anti-portfolio) and re-weight signals into the next cycle.

T1
Run the retro (patterns · anti-portfolio) and re-weight signals into the next cycle. Fill the fields below and commit — the artifact is validated, written and archived to the step folder.
No company is in this fund's scope on this step — switch the fund, or source deals that fit its mandate. Nothing to commit here.
TALK TO THE PROGRAM — about this sub-step