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q3-portfolio-reviewThursday's review: updates, bridge, deck, covenant watch7
Messages FilesDetails
Today
Maya Okafor09:02

Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.

Priya Natarajan09:04

@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.

Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB

Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.

2
Marco Vitale09:12

@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.

Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB

Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.

Send a message in #q3-portfolio-review

Files

8 items New
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Brindle Capital
Q3 portfolio review deck
Projects
Shared with team
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PPTX
q3-portfolio-review.pptx
Sep 10, 2026 · 4.1 MB
X
q3-valuation-bridge.xlsx
Sep 10, 2026 · 212 KB
DOCX
q3-portfolio-updates.docx
Sep 9, 2026 · 96 KB
PPTX
lp-letter.pptx
Sep 9, 2026 · 1.4 MB
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  2. 2Under the task in Drive
  3. 3Recorded

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Q3 portfolio review deck Files Share
Maya Okafor09:20

Build the Q3 review deck from the updates doc and the valuation bridge. Same structure as Q2, the three flagged companies up front.

Ask anything
CAuto

Keep your team's files together

Keep every file your people and agents create in one place, with one set of permissions.

Files

8 items New
FiltersType People Modified Sort: Name
Brindle Capital
Q3 portfolio review deck
Projects
Shared with team
Templates
PPTX
q3-portfolio-review.pptx
Sep 10, 2026 · 4.1 MB
X
q3-valuation-bridge.xlsx
Sep 10, 2026 · 212 KB
DOCX
q3-portfolio-updates.docx
Sep 9, 2026 · 96 KB
PPTX
lp-letter.pptx
Sep 9, 2026 · 1.4 MB

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Q3 portfolio review deck Files Share
Maya Okafor09:20

Build the Q3 review deck from the updates doc and the valuation bridge. Same structure as Q2, the three flagged companies up front.

Ask anything
CAuto
Q3 portfolio review deck Files Share
Maya Okafor09:20

Build the Q3 review deck from the updates doc and the valuation bridge. Same structure as Q2, the three flagged companies up front.

Ask anything
CAuto

Hand off work in channels

People and agents share channels and threads, so a request, the work it starts and the result stay in one conversation.

q3-portfolio-reviewThursday's review: updates, bridge, deck, covenant watch7
Messages FilesDetails
Today
Maya Okafor09:02

Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.

Priya Natarajan09:04

@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.

Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB

Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.

2
Marco Vitale09:12

@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.

Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB

Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.

@Atlas can we have the review deck from this, flagged companies up front?
q3-portfolio-review7
Messages FilesDetails
Today
Maya Okafor09:02

Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.

Priya Natarajan09:04

@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.

Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB

Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.

2
Marco Vitale09:12

@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.

Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB

Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.

@Atlas can we have the review deck from this, flagged companies up front?

Let agents work in your files

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Q3 portfolio review deck Open in Drive Files Activity Share
You09:20

Build the Q3 review deck from the updates doc and the valuation bridge. Same structure as Q2, the three flagged companies up front.

Context09:20

Reading the Q3 updates and the bridge workbook, then drafting from the Q2 template.

Q3 portfolio review deck
Done in 3 min 48 s
  1. Read q3-portfolio-updates.docx, 14 companies
  2. Read q3-valuation-bridge.xlsx, 3 scenarios
  3. Draft slides from the Q2 template, 18 slides
  4. Place the flagged companies first, Northwind, Fenwick, Alder
  5. Render q3-portfolio-review.pptx, 4.1 MB
  6. Wrote q3-portfolio-review.pptx, 4.1 MB
Wrote q3-portfolio-review.pptx, 4.1 MB
q3-portfolio-review.pptxworkspaces/b/q3-portfolio-review-deckDeck · 4.1 MB
Context09:24

Deck is ready: 18 slides, the three variance companies on slides 3 to 5 with the covenant tests beside each, the full portfolio table in the appendix.

q3-portfolio-review.pptx4.1 MB · 18 slides
You09:31

Add the covenant headroom chart from the workbook to the Fenwick slide.

Context09:31

Added. Slide 5 now carries the interest-cover chart with the 2.0x test line; the appendix table is unchanged.

Share the deck with #q3-portfolio-review?
Posts q3-portfolio-review.pptx to the channel and notifies the four members.
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CAuto
q3-portfolio-review.pptx
Deck

Q3 portfolio review deck

Sep 10, 2026 · Q3 portfolio review deck · Context

Deck is ready: 18 slides, the three variance companies on slides 3 to 5 with the covenant tests beside each, the full portfolio table in the appendix.

Added. Slide 5 now carries the interest-cover chart with the 2.0x test line; the appendix table is unchanged.

What was checked

Read q3-portfolio-updates.docx: 14 companies

Read q3-valuation-bridge.xlsx: 3 scenarios

Draft slides from the Q2 template: 18 slides

Q3 portfolio review deck Files Share
You09:20

Build the Q3 review deck from the updates doc and the valuation bridge. Same structure as Q2, the three flagged companies up front.

Context09:20

Reading the Q3 updates and the bridge workbook, then drafting from the Q2 template.

Q3 portfolio review deck
Done in 3 min 48 s
  1. Read q3-portfolio-updates.docx, 14 companies
  2. Read q3-valuation-bridge.xlsx, 3 scenarios
  3. Draft slides from the Q2 template, 18 slides
  4. Place the flagged companies first, Northwind, Fenwick, Alder
  5. Render q3-portfolio-review.pptx, 4.1 MB
  6. Wrote q3-portfolio-review.pptx, 4.1 MB
Wrote q3-portfolio-review.pptx, 4.1 MB
q3-portfolio-review.pptxworkspaces/b/q3-portfolio-review-deckDeck · 4.1 MB
Context09:24

Deck is ready: 18 slides, the three variance companies on slides 3 to 5 with the covenant tests beside each, the full portfolio table in the appendix.

q3-portfolio-review.pptx4.1 MB · 18 slides
You09:31

Add the covenant headroom chart from the workbook to the Fenwick slide.

Context09:31

Added. Slide 5 now carries the interest-cover chart with the 2.0x test line; the appendix table is unchanged.

Share the deck with #q3-portfolio-review?
Posts q3-portfolio-review.pptx to the channel and notifies the four members.
ShareNot yet
Ask anything
CAuto

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