Long-form pieces on TVPI reporting, the variwide grammar, and what the shape of a portfolio actually reveals.
· 6 min read
A fund report is read by two minds — the fast one that judges the shape in a second, and the slow one that audits the numbers. The TVPI Spectrum® is engineered for both, and makes them agree.
· 6 min read
Less philosophy, more "show me." What to read off a TVPI Spectrum® in ten seconds — concentration, realized vs paper, capital weight, the write-off tail, the portfolio line.
· 6 min read
The TVPI Spectrum®'s design choices are not decoration — they are perception. The Gestalt principles that make a fund's shape readable at a glance.
· 5 min read
Fund-performance multiples are a different visualization problem from public-market returns. Why the standard bar chart hides the size of the bet — and why the variwide diagram fixes it.
· 6 min read
A twelve-year picture of where venture returns actually come from. Why mean and median both mislead — and what the TVPI Spectrum® shows that they cannot.