Overview
Portfolio summary
Holder scope:
Total deployed
across all instruments
Current value
latest marks
Portfolio MOIC
total value / total cost
Active companies
in portfolio
Portfolio companies
CompanyFD% Invested Value MOIC
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Portfolio by sector
Group by:
Instrument mix
Value by stage
Portfolio detail
Companies
Net Invested
Current Book
Current MMx
Target Book
Target MMx
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Company Sport First invested FD% Invested Realisations Net Invested Co. Value (slider) Our Book Value Gain / (Loss) MMx Target Co. Value Target Book Target Gain Target MMx
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Totals
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Company:
Company overview
Progress over time
Summary by funding round
Round Date Total round amount GBP invested (round) GBP invested (cum.) Post-money FD% Post-money valuation Exits (cum.) Unrealised value MOIC
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Transaction history
Type Holder GBP invested Shares / qty Date Details
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Total loaned
Total interest + premium
Total repaid
Remaining
Loan tracker
CompanyInstrument Interest rate Premium Total loaned Total interest + premium Total repaid Remaining Maturity Days to maturity Status
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Company:
Valuation history
Latest / current valuations
CompanyLatest mark date Current valuation Currency Current valuation (GBP)
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All marks
CompanyDate Company valuation SourceBasis
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Current FD%
Exit FD%
Dilution
Total Airstream follow-ons
Total Airstream investment
Exit proceeds
MOIC at exit
Simulation summary
MetricCurrentRound 1
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Equity proceeds
Realised MOIC (equity)
Equity events
Types:
Equity exit history
CompanyHolderType ProceedsShares soldDate
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Company: Holder: Type: From: To:
All transactions
DateCompanyHolderType Cashflow (GBP)QtyDetails
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Company: Holder: Sort:
Equity detail
CompanyHolderRound dateCurrent equityVoting%Options & warrantsFD sharesFD%
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Portfolio health
Click any shaded cell to edit · Scores rank 1–N, rank 1 = highest priority
Company Invested Book value Current MMx Cash out date Cash req. (£) Cash health Mgmt confidence Target val. (£) Target MMx Notes ↑ Return focus ↓ Protect downside Overall priority
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Score methodology
↑ Return focus — ranks companies by upside opportunity. Driven by target MMx, management confidence, and remaining progress toward target. Companies with poor cash health are discounted.
↓ Protect downside — ranks companies where intervention is most urgent to prevent loss. Driven by proximity to cash-out date, cash health, and management confidence.
Overall priority — blends both dimensions. Rank 1 = highest combined focus need across return and protection.
Dots scale — 1 dot = critical / low · 5 dots = healthy / high. Click a dot to set; click the same dot again to clear.