Investment Analytics

Total Portfolio Value

$25.7M

+15.3% from last year

Total Revenue

$12.4M

+22.7% YoY growth

Average Multiple

3.2x

+0.5x from last valuation

Total Employees

1250

+18.2% growth rate

Portfolio Performance Over Time

Tracking the value growth of investments

Top Performing Companies

Based on value and revenue growth

AI Dynamics

Value Growth: 40%

Revenue Growth: 45%

TechCorp

Value Growth: 35%

Revenue Growth: 42%

HealthInnovate

Value Growth: 28%

Revenue Growth: 31%

FinTech Solutions

Value Growth: 22%

Revenue Growth: 27%

Sector Distribution

Portfolio allocation by industry

Performance Metrics

Key growth indicators for portfolio companies

CompanyValue GrowthRevenue GrowthMultiple Expansion
TechCorp35%42%0.8x
HealthInnovate28%31%0.5x
FinTech Solutions22%27%0.3x
GreenEnergy18%20%0.2x
AI Dynamics40%45%1.0x

Investment Recommendations

AI-powered insights for portfolio optimization

  • Opportunity
    AI Dynamics shows exceptional growth. Consider increasing investment.
  • Monitor
    GreenEnergy's burn rate is higher than the portfolio average. Schedule a review.
  • Benchmark
    FinTech Solutions' valuation multiple is below the sector average. Investigate potential for multiple expansion.