Investor Portfolio View

Demo data for illustration

6

Active companies

78

capabilities built

Capability Momentum
9 built this quarter across portfolio
3 stalled — Clearpath & Atlas
1 overdue — Loopworks

3 companies with active risk flags · 4 stalled capabilities

Support impact

via Capital
28
via Network introductions
19
via Knowledge share
14
via Talent
6

Clearpath Technologies

Sarah Chen · early revenue

Stalling · 47
Capability coverage8/18
8 built2 in motion2 stalled
Stalled — 52 days
Value Realisation & Market Fit
Competitive Advantage & Defensibility
1 milestone at risk

Suggested support this cycle

Knowledge shareNetwork introduction

Vantage AI

Marcus Okonkwo · early growth

Growing · 61
Capability coverage14/22
14 built5 in motion

3 built this quarter

Automation & AI Leverage
Partner Enablement & Scale
Revenue Predictability & Planning

Suggested support this cycle

CapitalTalent

Loopworks

Elena Vasquez · early revenue

Declining · 29
Capability coverage5/17
5 built1 in motion1 stalled
1 overdue · 38 days — Shareholder Transparency & Alignment
Shareholders gap

Suggested support this cycle

Network introductionKnowledge share

NexHealth

David Osei · early growth

Accelerating · 73
Capability coverage18/24
18 built3 in motion

4 built this quarter

Experience & Time to Value
Development & Engagement
Sustainable Operations
Financial Governance & Health

Suggested support this cycle

CapitalKnowledge share

Atlas Robotics

Priya Mehta · early revenue

Building · 52
Capability coverage11/20
11 built4 in motion1 stalled
Stalled — 49 days
Partner Performance & Governance
Partner gap forming

Suggested support this cycle

Network introductionCapital

Verde Energy

James Kioko · sustainable growth

Leading · 81
Capability coverage22/26
22 built2 in motion

2 built this quarter

Purpose & Contribution
Measurement & Disclosure

Suggested support this cycle

Knowledge shareTalent
1

Real-time momentum score per company

Composite score based on capability velocity, stall rate, and completion cadence across the portfolio.

2

Gap flags before they hit board level

Stakeholder-level risk detection surfaces misalignment in Customers, Shareholders, Staff, and more.

3

Which type of support moved the needle

Each capability completion tagged by support type — Capital, Network introductions, Knowledge share, or Talent.

4

Stall detection — flagged at 45 days

Capabilities idle for 45+ days in adopting or embedding automatically surface here.