Holdback Percentage
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  1. #1

    Holdback Percentage

    Is there a general rule of thumb when it comes to the common 30% holdback percentage as it seems to be most frequently used number for many funders?
    Is there a certain reason for this number?
    Thanks in advance! (no pun intended)

  2. #2
    Senior Member Reputation points: 22201
    Join Date
    Dec 2021
    Posts
    637

    Literally each deal has its own blueprint/dna that UW should be using to price that specific deal. portfolios take a 7% hit (in my opinion) anytime rule of Rule of thumb are being used.
    Last edited by MCA-VET; 12-16-2023 at 08:09 PM.
    Marcus Clapman
    Capybara Capital
    marcus@capybarausa.com
    www.capybarausa.com
    646-708-5986 (Text Friendly!)

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