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The Re-up program
The Re-up program
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What resources can I use to track changes in my portfolio?

Published on
6/10/2023
2:37mn
The subtitles for this video were generated automatically using artificial intelligence.

Summary

The Altaroc simulator Altaroc presented as a key tool to help investors develop a private equity strategy. Its goal is to enable everyone to understand in practical terms how their investments will evolve over time and translate into cash flows, portfolio value, and net worth. This tool provides a comprehensive view of the investment cycle: capital calls, distributions, net asset value (NAV), and overall portfolio performance. It also allows users to test different scenarios by adjusting investment amounts or commitment durations to measure their impact on long-term performance. This interactive approach makes the strategy more accessible and introduces investors to an institutional approach to private equity management. The simulator can be used in two ways. The first involves freely testing different commitment levels to observe the results over time. The second, more advanced method allows you to start with a specific wealth-building goal and determine the amounts to invest each year to achieve it. It thus becomes a true financial planning tool, comparable to a “calculator” for building wealth. Although the results are based on conservative assumptions derived from solid historical data, it should be noted that private equity involves uncertainties: neither capital nor performance is guaranteed. The simulator does not eliminate these risks, but it offers a clear and structured framework for better understanding them. Ultimately, this tool enables a shift from an intuitive approach to a strategic one, giving investors precise visibility into the impact of their decisions and the trajectory of their wealth.

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