Portfolio / Acquisitions

Exit and Continuation Vehicle

• I compared a hypothetical sale, extended ownership and continuation vehicle.
• I modeled fees, carry and separate selling, rolling and new investor outcomes.
• I prepared a decision memo and presentation on liquidity and net returns.

Independent portfolio sample created 6 October 2026. Synthetic startup accounts, forecasts and hypothetical transactions are labeled in the deliverables. This sample does not represent an employer engagement or executed investment.

Analytical conclusion

Offer investors a clear liquidity election based on current value. Choose a continuation structure only if net incremental returns justify its fees and governance complexity.

Project files

• Exit_and_Continuation_Vehicle_Memo.docxWord document | 39 KB
• Exit_and_Continuation_Vehicle_Memo.pdfMemo PDF | 178 KB
• Exit_and_Continuation_Vehicle_Model.xlsxExcel model or data workbook | 64 KB
• Exit_and_Continuation_Vehicle_Presentation.pdfAnalysis report PDF | 200 KB
• Exit_and_Continuation_Vehicle_Presentation.pptxPowerPoint presentation | 36 KB
• index.htmlSupporting file | 3 KB