Portfolio activity and insights

How can I get a quick assessment of the investor sweet spot?

On the summary page, you have a clear overview of the regions and sectors in which the investor is active:

In the Portfolio tab, you can see the current investments with the key metrics tailored to your preferences:

The Assessment tab presents median investment criteria values across the investor strategies. These summarise key financial and business profile characteristics for investor strategies, reflecting the implied sweet spot and the risk appetite:

For more detailed and tailored insights, you can use various chart templates in the Benchmarking section or create your own by adjusting the axis. For example, the holding period chart can be useful for identifying investments that are more likely to come to market in the coming years:

The strategic maturity chart plots the M&A activity and the level of internationalisation of portfolio holdings, reflecting their growth stage and strategy:

The growth vs. profitability chart ranks the portfolio in terms of revenue growth and EBITDA, highlighting top performers in each strategy and sector:

How do you keep investor coverage up to date?

We monitor the press releases of investors, as well as relevant news publications, to capture the investments and exits by investors.

We highly encourage our users to reach out to us if they notice that an investor is missing portfolio companies. To do so, please feel free to request a profile.