Presenting Portfolio Failures to Investment Committees with Analytical Rigor
Trying to sugarcoat a failing startup burns partner trust. Discover how top venture partners present clean, analytical post-mortems on write-downs.
Amit KasliwalCEO & Founder, Dehurdle
October 12, 20234 min read
The Clean Write-Down Recommendation
Recommended Spoken Script
"We are recommending a 100% impairment write-down of our $1.5M investment in CloudLogix. Despite 3 product iterations, customer acquisition cost remained at $4,200 against an LTV of $1,800. Management has executed an orderly wind-down returning $220k in residual cash to creditors, with zero ongoing fund liability."
The 2-Minute Practice Drill
2-Minute Spoken Drill
The 2-Minute Practice Drill
Practice portfolio post-mortems in Dehurdle.