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Campaign Risk-Return Profile — Funder MOIC × IRR

Chart 1B  ·  Bubble size = capital deployed by funders. X = annualized funder IRR (from Calc_IRR_Data XIRR). Y = funder MOIC (fee share ÷ capital deployed).
Both axes reflect the funder's perspective: outflows = acquisition costs, inflows = Funder_Payment at settlement.

Reading this chart:
• Upper-right quadrant (high MOIC + high IRR) = best funder risk-adjusted returns. LACSA (3.88×, 32.8%) and Paraquat (3.67×, 27.4%) sit here — driven by high per-case settlement values generating large fee pools.
• Roblox is isolated at lower-left: lowest funder MOIC (1.37×) and lowest IRR (9.2%). Capital is recovered with a return, but a long timeline and lower settlement values constrain the fee share.
• Roundup is the largest bubble (most capital, $3.0M) and sits below the 18% IRR hurdle — the portfolio's largest funder concentration risk.
• All campaigns are above 1.0× MOIC (all funder capital is recovered with profit). IRR values from Calc_IRR_Data XIRR (funder cash flows). MOIC uses blended 46.5% funder fee rate; replace with exact Calc_Fees!K values for precision.