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Portfolio Outcomes & Fund Contribution Calculator

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

6 min guideTransparent methodologyUSDGo to calculator ↓
01 / UNDERSTAND THE CONCEPT

A few outcomes can carry a portfolio.

A portfolio outcome model makes the distribution behind an average multiple visible. Losses, moderate outcomes and exceptional winners contribute very differently to aggregate proceeds. Equal checks simplify the comparison but are an explicit limitation.

This three-bucket scenario is not a fitted power-law distribution or an expected-value forecast. The number of winners and their multiples are assumptions. Gross proceeds divided by commitments is a fund-size contribution measure, not net LP TVPI.

02 / THE MATHEMATICS

The formula, made clear.

Portfolio proceeds = check × (base count × base MOIC + winner count × winner MOIC); gross MOIC = proceeds ÷ invested capital
Total capital per company
Equal cumulative investment, including any follow-on capital.
Fund contribution
Gross proceeds divided by fund commitments, before fees and carry.
Winner concentration
Share of gross proceeds generated by the winner bucket.
03 / A WORKED EXAMPLE

Put the numbers in context.

Ten write-offs, eight 2× outcomes and two 20× outcomes on $1,000,000.00 each return $56,000,000.00 on $20,000,000.00 invested: 2.8× gross MOIC. Winners provide about 71.43% of proceeds.

Illustrative scenario · USD
InputExample value
Written-off investments10 companies
Base-outcome investments8 companies
Winner investments2 companies
Equal total invested capital per company$1,000,000.00
Base-outcome gross MOIC2 ×
Winner gross MOIC20 ×
Fund commitment denominator$25,000,000.00
Portfolio gross MOIC2.8×
MODEL BOUNDARIES

What this calculation assumes

Three deterministic buckets, equal invested capital and no timing, fees, carry, fund expenses or recycling. Total modeled investment cannot exceed the entered fund commitment; uninvested commitments are not assumed to generate proceeds.

FROM UNDERSTANDING TO ACTION

What to consider next.

Stress one fewer winner and lower exit multiples. Model reserves and use actual paid-in capital for LP fund metrics.

How we approach financial models →
THE OAKSHORE NETWORK

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