Portfolio management - Stratecution B.V.

Strat/Assess acts as an assessment survey for a portfolio of business cases/projects. Ideal for venture funds!

(PROFESSIONAL VERSION ONLY)

Stratecution Strat/Assess delivers insight:

in a portfolio investment development and
operates as as portfolio assessment methodology comparing the insights below, while
enabling to define an own project portfolio project database.

Feel free to make your own portfolio and project database, dashboard and business plan or monitor an existing business plan via the DEMO.

Risk assessment:

In Strat/Assess the business risk is defined as the product of the Strategic attractiveness and Strategic competence scores:

100 -/- ( scoring of Strategic attractiveness x rating of Strategic competences) ____________________________________________________________
100

Return % / Risk analysis in the portfolio:

The risk % is compared to the calculated Internal Rate of Return that makes the Net Present Value=0

The analysis is made with the base case revenue( sales) ambition and it reported in a logarithmic scale from 1 to 1000.

A business case/project with an Internal Rate of Return above 1000 will be indicated at the utmost right side in the map.

Sales Ambition/Investment relation:

Cumulative revenue development and investment of the portfolio

A portfolio can dynamically over time be reviewed based on its cumulative Revenue(sales)ambition and Investments ambition

Example Revenue(sales)ambition:

the most recent information: red
the previous reporting period: blue

Similar dynamical portfolio progress developments are given for:

1) Attractiveness

Development over time of the rating for the attractiveness of the business case/project in comparison to the average of the portfolio:

Example attractiveness:

Business case/project : red
Average portfolio : black

2) Competences

Development over time of the rating for the competences of the project/business case in comparison to the average of the portfolio

3) Investments, Sales Potential and Net Present Value(N.P.V.)

Development over time of the scores for the revenue(sales)ambition, the investments and the Net Present Value(N.P.V.) of the business case/project in comparison to the average of the portfolio.

Finally portfolio management can take objective and fact based decisions based on the Strat/Assess bottom-line decision model:

at each stage of business development: