Diversification Impact Explorer

In venture capital, the difference between concentrated and diversified exposure is not incremental — it's structural. Move the slider and watch the illustrative probability distribution change.


1 fund
1 fund1530 funds
Outcome distribution · Dark bars = capital loss zone
Illustrative capital loss probability
~20%
Single fund concentration
Diversification benefit
None
Benefits generally continue increasing until ~20–25 funds
Illustrative reference points
CONCENTRATED (1–3)
~20%
illustrative loss probability
DIVERSIFIED FOF (20+)
~8%
illustrative loss probability
Illustrative model reference points, not a sourced study result.
Model assumptions
Loss probabilities are illustrative model parameters, not a sourced study result — treat them as directional, not precise
The direction is grounded in Esinli’s research: emerging managers carry a fatter downside tail (27% of Fund I–III never reach 5% IRR vs. 19% of established funds), which diversification is meant to spread
Roughly 80% of VC returns come from 22–30% of vintages, so diversifying across vintages and managers is itself a selection discipline — not only risk reduction
Distribution shape is illustrative — actual outcomes depend on vintage, strategy, and manager quality
Model assumes funds of similar strategy and vintage mix

Probability distributions shown are an illustrative model, not a sourced study result. They depict a simplified, directional relationship — as the number of underlying funds rises, the outcome distribution tightens — and do not represent the expected performance of any Esinli Capital fund or any specific investment. Actual outcomes depend on manager selection, vintage year, market conditions, and other factors.

Esinli Capital is not a registered investment adviser, broker-dealer, or member of FINRA or SIPC. Nothing on this page constitutes investment advice, tax advice, or a recommendation to buy or sell any security. All inputs are illustrative. All outputs are estimates based on simplified models. Consult a qualified financial advisor before making investment decisions.

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