Portfolio Overview
Total Investments
47
+18.7%vs last year
Portfolio Value
$127.8M
+24.7%vs last year
Total Returns
$89.3M
+31.2%vs last year
Average IRR
32.4%
+4.8%vs last year
Performance Trends
Monthly Performance
Best Month
Nov +20%
Avg Monthly
+14.5%
Trend
Positive
Portfolio Status
Active Investments
34
72.3%
Successful Exits
10
21.3%
Write-offs
3
6.4%
Recent Performance
Q1 2024
28.3% IRR
2.1x
Q4 2023
35.2% IRR
2.8x
Q3 2023
41.6% IRR
3.2x
Performance Distribution
Strong (50%)
Stable (25%)
Monitor (25%)
Strong Performers50%
Stable Growth25%
Needs Attention25%
Top Performers
Te
TechFlow AI
Artificial Intelligence
Investment
$5.0M
Current Value
$18.2M
Multiple
3.64x
IRR
42.7%
Active
Fi
FinanceBot Pro
FinTech
Investment
$3.2M
Current Value
$11.8M
Multiple
3.69x
IRR
45.1%
Active
He
HealthSync Solutions
HealthTech
Investment
$4.5M
Current Value
$15.7M
Multiple
3.49x
IRR
38.9%
Active
Gr
GreenPower Systems
CleanTech
Investment
$6.0M
Current Value
$19.2M
Multiple
3.2x
IRR
35.4%
Exited
Sh
ShopEasy Platform
E-commerce
Investment
$2.8M
Current Value
$8.4M
Multiple
3x
IRR
31.2%
Active