PROSUS: MANAGING VENTURE CAPITAL AT PUBLIC COMPANY SCALE

A Macro Intelligence Memo | June 2030 | CEO Edition

From: The 2030 Report Date: June 2030 Re: Prosus - Leadership of a Venture Portfolio at Public Company Scale

The CEO of Prosus between 2024-2030 had to manage a venture capital portfolio as a public company, navigating investor expectations, portfolio volatility, and the NAV discount that was inherent to the model.

The CEO made investment decisions, managed portfolio companies, and dealt with the reality that many of the portfolio companies (like Delivery Hero) remained unprofitable despite years of funding.

By 2030, the CEO's legacy was navigating extreme volatility and delivering adequate (though not impressive) returns in a challenging venture market.

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