Capstone – A Portfolio of 12 Cases: Expected MOIC, Concentration, Loss Rate and Cross-Collateralisation
This lesson is part of the course
In this lesson
You value a fictional portfolio of 12 funded cases: expected MOIC from given success probabilities, concentration by case and type, the loss rate of a test scenario, single-case vs cross-collateralised returns, and a chart of where the capital sits.
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Lessons in this course
- The Case Budget: Costs by Stage, Commitment and DrawdownsFree
- Stage Probabilities: From Given Stage Probabilities to End Outcomes and Expected Spend Locked
- Expected Recovery: Claim Value, Collection Haircuts and the Outcome Table Locked
- Funder Return Structures: Multiples, Percentages, the Greater-of Rule and Time Ratchets Locked
- The Proceeds Waterfall: Capital Back, Lawyer Uplift, Funder Profit and the Claimant Floor Locked
- Duration, IRR and MOIC: Same Case, Different Clocks Locked
- Adverse Costs and Cover: Loser-Pays Exposure, Deferred and Upfront Premiums Locked
- Capstone – A Portfolio of 12 Cases: Expected MOIC, Concentration, Loss Rate and Cross-Collateralisation Locked