Saline, MI · Member since 2017 · 11 posts · 8 votes
Fellow investors, Are you considering participation in the upcoming capital call and if so at what level? Any reason to not vote for it? What are your concerns with investing additional money and not getting return on good money after bad? Any alternatives?
Investor · Hatboro, PA · Member since 2016 · 2k+ posts · 853 votes
8mo
Hi @John McCullough. Before committing, I’d focus on the underlying performance of the portfolio and whether the additional capital addresses a clear path to value creation or is just covering shortfalls. Consider if the new capital improves returns or just prolongs existing issues. Alternatives could include waiting for a secondary opportunity, partnering on smaller deals, or reallocating funds to new investments with clearer upside. Voting should weigh both the potential for recovery and your comfort with risk exposure. I run a co-investing club where we evaluate opportunities like this together and do deep-dive vetting calls before making commitments. You’re welcome to join one of our calls to see how we analyze the risks and potential upside, it’s a good way to learn and make more informed decisions.