phoenix-reserves-optimizer

Reserve optimization allocates capital reserves deterministically across staged investments by computing per-company allocations based on fund size, portfolio composition, graduation matrix, and stage strategies. The Skill ranks deals and stages while respecting capital constraints to maximize follow-on capacity.

You need total fund size, portfolio companies with staged investment history, a graduation matrix defining advancement paths, stage strategies outlining allocation rules, and available reserve pools. The Skill processes these inputs to output per-company reserve recommendations and fund-level usage analytics.

Next-dollar optimization ranks future investment opportunities by expected return and capital efficiency, then allocates remaining reserves to the highest-priority deals first. This deterministic approach ensures reserves deploy toward the most promising follow-on rounds within fund constraints.

Yes. The Skill includes validation logic that ensures total allocated reserves stay within available pools and handles edge cases gracefully. It returns confidence bounds and supporting analytics to verify allocation feasibility before execution.

Yes. The Skill integrates directly with state.forecastResult.portfolio, state.graduationMatrix, and state.stageStrategies, so it works within established fund model architectures without requiring data migration or reformatting.