An open resource for founders, investors & operatorsPRIVATE MARKETS, EXPLAINED.
THE OAKSHORE ACADEMY LIBRARY

Clarity, by calculation.

Practical tools for the financial decisions behind a company.
Explore the mathematics. Model your next move.

Investor & fund returns

12 tools

Connect entry price, cash distributions and portfolio outcomes.

01

Exit return

Translate an exit equity value and ownership stake into gross proceeds.

Investor & fund returns
02

Investment multiple · MOIC

Measure total value relative to invested capital.

Investor & fund returns
03

Annualized return · IRR

Estimate an annual return for one investment and one terminal payment.

Investor & fund returns
04

Ownership target

Estimate the check size needed for a target post-round stake.

Investor & fund returns
05

Required Exit Value

Find the exit equity value needed to deliver a target investment multiple.

Investor & fund returns
06

Portfolio Outcomes & Fund Contribution

Model a three-bucket portfolio and show how concentrated winners drive gross returns.

Investor & fund returns
07

DPI, RVPI & TVPI

Separate distributed capital from the remaining marked value of a fund interest.

Investor & fund returns
08

Fund Reserve Allocation

Allocate an investable fund budget between initial checks and follow-on reserves.

Investor & fund returns
09

Annual Cash-Flow IRR

Calculate annual IRR for one initial investment followed by up to five annual receipts.

Investor & fund returns
10

Fund Management Fee Schedule

Build an annual fee budget with an explicit post-investment rate and capital basis.

Investor & fund returns
11

Fund Gross-to-Net Returns & Carry

Reconcile investment proceeds, fees and a bounded terminal carry waterfall to LP returns.

Investor & fund returns
12

Fund Deployment & Pacing

Translate commitments, a cost budget and reserves into whole initial checks and an annual pace.

Investor & fund returns
THE OAKSHORE NETWORK

Understand the mechanics.
Then enter the market.

Oakshore connects verified founders and investors through a private, thesis-aligned market network.

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