Integrated Portfolio Review

[MONTH YEAR]
 Deals [CURRENT FY]
Pre-product Pre-revenue Pre-scale Total
LF
MCH
MSDF
AVC
Invent
Total
Origination –[MONTH YEAR]
 Incubation Pipeline – [MONTH YEAR]

ADD A VERTICAL BAR GRAPH SHOWING THE SPLIT OF

PROJECTS BY THE FOLLOWING,
- OPENING PIPELEINE
- ADDITIONS
- REJECTED
- CLOSING PIPELINE
- ASSIGNED
- UNASSIGNED
New Applications - Sources

[ADD A PIE CHART SHOWING THE NUMBER OF

APPLICATIONS BY SOURCE – DIRECT V/S
REFERRAL]
Applications Rejected - Stage

[ADD A PIE CHART SHOWING THE

SPLIT OF APPLICATIONS REJECTED BY
STAGE – INITITAL SCREENING V/S
OUTRIGHT]
 Pipeline - Stage

[ADD A PIE CHART SHOWING THE

PROJECT PIPELINE STAGE – PRE-
REVENUE, PRE-PRODUCT & EARLY
GROWTH]
 Pipeline - Sector

[ADD A PIE CHART SHOWING THE SPLIT OF

PIPELINE PROJECTS ACROSS DIFFERENT
SECTORS]
Open Pipeline Ageing

[ADD A PIE CHART SHOWING THE SPLIT

OF OPEN PIPELINE BY DAYS OF AGEING
(GROUPING BY 30 DAYS)]
 Existing Pipeline
Company Sector TLF MSDF Invent BIRAC AVC Resp.
fit fit fit
 New Leads
Company Sector TLF MSDF Invent BIRAC AVC Stage
fit fit fit
 AVC Leads
S.No. Company Sector Lead Supporte Status Start
d by date
 Pipeline Sources – Planned vs. Achieved in [MONTH]
Partner Name Class of Deliverables No. of companies Status as on [LAST DAY
Partnership expected OF MONTH]
 Pipeline Sources – Plan for Sep

Partner Name Class of Deliverables No. of companies Status

Partnership expected
 Current Portfolio Summary
Stage by
Stage of Support Portfolio
Enterprise Sector Status Company Level Villgro Lead Manager Fellow
 Total Funds available in FY 14-15 <Units,
Currency>

MSDF
₹ 0.84

5.07 Units,
Currency
5.07 <Units, Currency> are available for investments in 14-15; of which 40 <Units, Currency> are reserved
for commitments made but yet to be disbursed from 13-14, all grant money (XYZ-40<Units, Currency>)

4.67 <Units, Currency> are available for new commitments to be made in FY 14-15;
(Including 84 <Units, Currency> of MSDF available in Year 1, however Year 1 for MSDF runs till Aug 31st)
Current Portfolio by Support Level

[ADD A VERTICAL STACKED BAR

GRAPH SHOWING THE CURRENT
PORTFOLIO OF PROJECTS ACROSS
DIFFERENT SUPPORT LEVELS]
Current Incubation Portfolio

[ADD TWO PIE CHARTS

1. SHOWING THE SPLIT OF CURRENT
INCUBATION PORTFOLIO BY SECTOR
2. SHOWING THE SPLIT OF CURRENT
INCUBATION PORTFOLIO BY STAGE]