Portfolio overview
Good morning, Maya
8 active companies · last sync 4 minutes ago
Portfolio AUM
$1.5B
+8.2% QoQ
Avg revenue growth
34.5%
Year over year
Blended EBITDA
16.1%
+1.4 pts vs. Q2
On watchlist
3
8 total companies
Monthly revenue
Last 24 months · values in USD (all companies)
YoY revenue growth
All companies · % change vs. 12 months ago
Companies
Drill into any portco for full financials & ops
Northwind Cloud
B2B SaaS · Austin, TX
Revenue
$4.1M
EBITDA
$949.5K
YoY
49%
Atlas Forge
Industrials · Pittsburgh, PA
Revenue
$8.8M
EBITDA
$1.7M
YoY
15%
Everbloom Goods
Consumer · Brooklyn, NY
Revenue
$1.9M
EBITDA
$203.2K
YoY
-1%
Helix Bio Labs
Healthcare · Cambridge, MA
Revenue
$7.3M
EBITDA
$1.8M
YoY
26%
Fairway Pay
Fintech · Miami, FL
Revenue
$8.9M
EBITDA
$1.4M
YoY
81%
Ridgeline Logistics
Industrials · Denver, CO
Revenue
$8.2M
EBITDA
$560.1K
YoY
-11%
Lumen Health
Healthcare · Nashville, TN
Revenue
$2.6M
EBITDA
$300.3K
YoY
12%
Stagework
B2B SaaS · Seattle, WA
Revenue
$3.4M
EBITDA
$365.9K
YoY
105%
Recent activity
Alerts, milestones, and integration events
Ridgeline Logistics
EBITDA margin fell below 8% threshold
12m ago
Stagework
Crossed $1M MRR for the first time
2h ago
Northwind Cloud
Q3 board pack uploaded
5h ago
Everbloom Goods
Cash runway projected under 9 months
1d ago
Fairway Pay
Stripe sync re-authorized
1d ago
Helix Bio Labs
FDA clearance for new diagnostic panel
2d ago