Portfolio Construction

Pre-IPO Portfolio Builder

Model pre-IPO allocations with uncertainty-aware analysis, diversification scoring, and an exportable action checklist tailored to your selected companies. All figures include confidence ranges reflecting the inherent uncertainty of private market data.

1. Investment Parameters

Set your total pre-IPO allocation budget and risk preference. The preset will pre-populate allocation weights — adjust individually below.

2. Company Allocations

Adjust allocation percentages per company. The "Uncertainty" column flags key data-confidence issues specific to each company.

Company Sector Risk IPO Window Profitable Allocation % Amount Key Uncertainty

Allocation by Company

Proportional allocation. Wider bars = larger position.

Legend — Profitability Status
Profitable Lower risk
Pre-profit Higher risk

Sector Diversification

Allocation grouped by sector. Aim for 3+ sectors.

Legend — Sector Concentration
<30% of portfolio Well diversified
30-50% of portfolio Concentrated
>50% of portfolio Over-concentrated

Risk Distribution

Portfolio allocation by risk tier. Balance across tiers for resilience.

Legend — Risk Tiers
Moderate Stripe, Canva
Medium Databricks, Revolut
High SpaceX, OpenAI, etc.
Extreme ByteDance, Shein

Liquidity Timeline

When you can expect liquidity events, weighted by allocation.

Legend — Expected Liquidity
Q1-Q2 2026 Near-term
H2 2026 Medium-term
2027+ Longer-term
Uncertain / 2028+ Patient capital

5. Uncertainty Analysis

All pre-IPO valuations are estimates. This table shows confidence ranges for key metrics. "Low" and "High" represent plausible downside and upside scenarios.

Company Valuation (Low–Base–High) Revenue Confidence IPO Timing Confidence Data Quality
Legend — Data Quality Rating
High — Company-disclosed metrics, press releases Most reliable
Medium — Analyst estimates, secondary market pricing Directionally reliable
Low — Sparse data, wide estimate ranges Use with caution
Very Low — No audited financials, major uncertainty Speculative

6. Action Plan & Checklist

Customized to your selected companies. Export below for use as a working document.

This portfolio builder is an analytical modeling tool, not investment advice. Pre-IPO investments are illiquid, speculative, and carry risk of total loss. All valuations and revenue figures are estimates based on publicly available data as of March 2026 — no company in this analysis has published audited financial statements. Allocation percentages are hypothetical. Actual minimums, availability, fees, and ROFR outcomes vary by platform and company. Consult qualified financial, legal, and tax professionals before making any investment decision.