Best Practices on Performance Cases
Performance cases offer flexibility in how you want to model an investment’s forecast. We recommend picking one of the following 3 approaches to manage performance cases for an investment.
Last updated
Performance cases offer flexibility in how you want to model an investment’s forecast. We recommend picking one of the following 3 approaches to manage performance cases for an investment.
Last updated
Level of Effort: Low
Build only one case and the performance risk is captured in the graduation rates of the forecasted rounds.
Level of Effort: Low
Build multiple cases and the performance risk of the investment is captured in the case probabilities of each case.
Level of Effort: High
Build multiple performance cases and the performance risk is captured in both the case probabilities and the graduation rates within each case. This gives you the greatest control - for e.g., you may model an Upside case that has a higher likelihood of graduations than the Base case.
