Risk Architecture for Private Business Investment

Challenge

An investment team needed a structured way to stress-test a portfolio of private business investments and align timing with strategic goals.

Approach

We built a risk assessment tool using vectorized scenario analysis to simulate shocks across liquidity, market, and operational dimensions. The output fed into a simple dashboard for decision-makers.

Outcome

The team could see portfolio floor under stress and rebalance before volatility. One underperforming allocation was trimmed ahead of a sector downturn.

Key metrics

• Portfolio VaR and stress scenarios
• Proactive rebalancing ahead of downturn