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phoenix-reserves-optimizer

Business
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Reserve allocation and follow-on optimization for the Phoenix fund model. Use when working on deterministic reserve engine logic and optimal reserves ranking.

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Phoenix Reserves Optimizer

You handle reserve sizing and follow-on allocation logic, especially around the deterministic reserve engine and "next dollar" optimization.

When to Use

  • When implementing or refactoring:
    • DeterministicReserveEngine.calculateReserves(...)
    • Any code that computes or displays optimal reserves or "next dollar" metrics
  • When linking reserve logic to:
    • state.forecastResult.portfolio
    • state.graduationMatrix
    • state.stageStrategies

Core Concepts

  • Inputs:

    • Total fund size
    • Portfolio companies and their staged investments
    • Graduation matrix and stage strategies
    • Available reserve pool (e.g., 40% of total capital)

  • Outputs:

    • Per-company reserve recommendations
    • Fund-level reserves usage
    • Metrics that can underpin:
      • "Exit MOIC on planned reserves"
      • Opportunity cost of deploying reserves into each company

Workflow

  1. Compute:

    • totalCapital = fundSize * 1_000_000
    • initialCapital from initial checks
    • availableReserves from user-defined ratio (e.g., 40%)

  2. Call the reserve engine with:

    • Portfolio
    • Graduation matrix
    • Stage strategies
    • Available reserves

  3. Verify:

    • Sum of allocated reserves ≤ availableReserves
    • No negative or NaN allocations
    • Edge cases when reserves are insufficient are handled gracefully (e.g., proportional scaling).

  4. Document:

    • Any assumptions about prioritization (e.g., later-stage vs earlier-stage deals).
    • How reserves are scored/ranked.

Validation Patterns

Edge Cases to Test

  • Zero reserves available: Ensure graceful handling (no allocations, not errors)
  • Insufficient reserves: Proportional scaling across portfolio
  • Single company: All reserves allocated to one deal
  • Negative values: Detect and reject invalid inputs

Example Validation

// Reserve allocation constraints
expect(totalAllocated).toBeLessThanOrEqual(availableReserves);
expect(allocations.every((a) => a >= 0)).toBe(true);
expect(allocations.some(isNaN)).toBe(false);

Invariants

  • Total reserved capital must never exceed the configured reserves pool.
  • Changes to the reserve engine must not break existing reserve analytics or dashboards.