BATCHBOOK / OVERVIEW
Portfolio overview
A power-law lens on venture outcomes, growth quality, and founder patterns.
Portfolio value follows a power law
Illustrative mark-to-market value by company rank · log scale
Rank 1Top 1 = $9.8BRank 100
Outcome distribution
Modeled current status
Hockey-stick growth monitor
Indexed cohort growth across common venture metrics
Growth is normalized to 100 at month 0. Curves are synthetic teaching data, not reported company figures.
Investment memo signals
What the distribution is saying
01
Power law dominates
18 companies account for 92% of modeled value. Median outcome is not representative of portfolio return.
02
Repeat founders over-index
31% of the universe are repeat founders; 58% of modeled top-decile value comes from this group.
03
Beware the survivor bias
Attributes are inferred from winners and public narratives. They are hypotheses, not causal scores.